Use Form Templates

Prev Next

The Form Templates menu has been renamed to Form Library and can now be found in the Builder tab when creating a new form. When first opening the Builder tab, an option will be displayed to open the Forms Library and start with one of the preconfigured templates.

Instructions

  1. Navigate to FormsThe Process Automation home screen with the Forms menu option highlighted.

  2. Create a new form The plus sign icon in the bottom right corner of the forms screen.

  3. Navigate to the Builder tab The Builder tab at the top of the edit form screen.

  4. Select Use Template The Use Template button on the Get Started section of the form's builder tab.

  5. Search for or use the category filters to find a form template Search bar in the Forms Library interface with category checkboxes highlighted in the left menu.

  6. Select and preview the form template Select a preview of a form template.

  7. Click Import Form TemplateButton to import a form template in the bottom right corner of the screen.

  8. Edit the form and add additional elements as needed The imported form template elements.

  9. Click SaveThe Save button in the top right corner of the form Builder tab.