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Manage form templates

View and manage form templates, including scope, versions, updates, tags and key actions.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form templates list​

Navigate to the form templates section to see a table of all available templates, including their name, scope, category, version, last updated date and tags.

Open the form templates list

Step 2: Review template details​

Scan the Template, Scope, Category, Version, Updated and Tags columns to understand how each template is used and when it was last changed.

Review template details

Step 3: View a template​

Select the Eye action in the Actions column to open a read-only view of the template’s current version.

View a template

Step 4: Edit a template​

If you have permission, choose the Pencil action to edit the currently selected template’s details or settings.

Edit a template

Step 5: Design a new version of a template​

Use the PenTool or design action to open the form builder and create a new version of the chosen template.

Design a new version of a template

Step 6: Review template version history​

Click the History or versions action to see previous versions of the template and understand how it has changed over time.

Review template version history

Step 7: View template submissions​

Select the FileText or submissions action to see form submissions that use the selected template.

View template submissions

Step 8: Move between pages of templates​

Use the pagination controls below the table to move between pages when there are more than 50 templates.

Move between pages of templates

Last updated: 2026-08-31