Create a Form Template

You must be an administrator or workspace manager in your organization to access this feature.

Creating or Editing a Form Template

1. Go to the organization settings.

2. Select "Templates" and then "Form Library."

3. Edit an existing form or click "Create a form."

Initial Configuration

• Languages: Add translations for the form. The default language corresponds to your profile language.

• Template Name: Edit the template name, which will be visible on mobile devices.

• Description: Fill in the form's description for clarity. This description will not be displayed on mobile.

• Statuses: Expand the "Statuses" section to customize them. By default, 3 statuses are created: To do, Completed, and Not compliant.

Organize Your Sections

1. Click on the automatically created section and rename it.

2. To add a new one, click "Add a section" from the toolbar between the hierarchy and the details of your form template.

3. Complete with a description if desired. It will be displayed during creation.

4. Add the fields you want in each of the sections. You can rearrange sections and fields using drag and drop.

   Different Types of Fields in a Form

   Everything you need to know about the different parameters you can use to design your forms

To go further, you can configure the QR Code Scan, which allows you to automatically fill in a section and speed up data entry.

Publish Your Form

1. Click Publish.

2. Now you need to link your form to a form module. Go back to your organization's templates from the organization settings page.

3. Go to Custom Modules and link your form to the module of your choice.

   Module Management

   Modules are the fundamental elements that help structure your project data. You can choose from standard modules or create custom modules to meet the specific needs of your project.