Create a form template

You need to be an admin or workspace manager in your organization to access this feature

Create or edit a form template

1. Go to the organization settings.

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

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

Initial setup

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

• Model Name: Edit the model name, which will be visible on mobile devices.

• Description: Fill in the description of the form for better clarity. This description won't be displayed on mobile.

• Statuses: Expand the "Statuses" section to customize them. By default, 3 statuses are created: To Do, Done, and Non-compliant.

Organize your sections

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

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

3. Add a description if you want. It will be displayed during the creation.

4. Add the fields you want in each of the sections. You can rearrange the sections and fields by dragging and dropping.

   The different field types in a form

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

To make filling out your forms super quick, you can import your reference data.
Learn more

To go further, you can configure the QRCode Scan, which allows you to automatically fill out a section and speed up your input.

Publish your form

1. Click on Publish.

2. You now need to link your form to a form module. Go back to your organization's templates from your organization's settings page

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

   Module Management

   Modules are the basic elements that allow you to structure your project data. You can choose from standard modules or create custom modules to meet your project's specific needs.