You can access the Template Editor by going to Admin > Templates, then Create a new template or Edit an existing one. Note: this functionality is available in the web only (not the mobile apps).
There are 3 main parts to the template editor:
- The field selector
- The template viewer
- The settings panel
The field selector
This is the blue panel on the left. It contains a list of field types and section types that are available to add to your template (more information on field types can be found here).
You can drag fields onto your template, or double click fields to add to the bottom of the template. You can also drag either a standard section or an approval section onto your template from here.
The template viewer
This is where you can configure what is displayed in your template.
You can name the template, turn on PDF Output and add a Word template if you need one, reorder and rename fields and sections, and expand and collapse sections using the carat symbol on the right.
Note: each type of template gives you some system fields as a starting point. Some of these fields can't be deleted, as they are key information used for filtering and finding forms.
The Settings panel
Click on the cog on any field or section to open up the Settings panel. This is where you can change the type of a field, make it mandatory, and configure settings unique to different field types.
For Sections, this is where you can configure whether the Section is collapsed or expanded when your user first opens the form.
You can also configure the columns and rows of Tables in this area.
You can Save & Continue editing, or Save your template to leave the template editor.
Don't forget when you're ready to use the form, you'll need to Publish it (you'll see this option after you hit Save) and make it available to use on a Project.