View form template details
Review the key information for a specific form template, including its scope, category and metadata, and access editing where permitted.
This guide is designed for project manager.
Steps
Step 1: Open the form templates list for your project
From your project dashboard, navigate to the Forms area and open the Templates section to see the list of available form templates.
Step 2: Select a form template to view
In the templates list, click the name of the template you want to review; this opens the Form Template Detail view for the selected template.
Step 3: Review template details and scope
On the detail page, check the template name, description, category and other metadata, and note the scope badge indicating whether the template is available at organisation or project level.
Step 4: Use the back link if the template id is missing
If you see a message that the template id is missing or the template cannot be loaded, use the Back to templates link to return to the templates list for your project.
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Last updated: 2025-12-30