Form Templates Overview

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You can use a template to build a form, which is easier and faster than building one from scratch. Our CivicPlus Sample Forms Category makes it easy to find a form that you can copy and modify to fit your needs.

Who can use this feature?

System Administrators | Owner

Instructions

  1. Sign in to your site

  2. Navigate Modules and on the Content tab, select Forms Modules menu with Form Center selected.

  3. Navigate to the Choose an Action menu to the right of CivicPlus Sample Forms, then select View ListChoose an Action dropdown menu with the View List option highlighted.

  4. To the right of each form name, you can select Preview or Copy from the Choose an Action drop-down menu An example Choose an Action menu on the CivicPlus Sample Forms Category page.

    • Preview: Will open the template in a new window; allows you to find the template that collects the information you want

    • Copy: Will bring up the template properties