Browse and manage form templates
View available form templates, check their details such as scope, category, version and tags, and access actions like viewing, editing, reviewing versions or opening the form designer.
This guide is designed for project manager.
Steps
Step 1: Open the form template list
Navigate to the section of the application that lists form templates; you will see a table showing each template with its name, scope (for example Org or Project), category, current version, last updated date and tags.
Step 2: Review template details in the table
Scan the table rows to compare templates; use the Template, Scope, Category, Version, Updated and Tags columns to identify the template that best fits your needs.
Step 3: View a template
Select the Eye action in the Actions column for a specific template to open it in read-only mode and review its structure and content without making any changes.
Step 4: Edit an existing template
If you have permission to edit a template, choose the Pencil action in the Actions column to open the editable version and update its settings or configuration details.
Step 5: Review template versions
Use the History action in the Actions column to open the version history for a selected template, allowing you to inspect previous versions and understand how the template has evolved.
Step 6: Open the template in the form designer
Select the PenTool action in the Actions column to open the chosen template in the form builder, where you can create a new version based on the existing design.
Step 7: Change pages of templates
Use the pagination controls below the table to move between pages when there are more than 50 templates; adjust the page number to continue browsing additional templates.
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Last updated: 2025-12-22