How to Create a Form Template

The Form Template feature enables Client Admins to create structured forms that support data collection, operational activities, and field execution processes within the platform. A form template can be customized with multiple pages, various input types, validation rules, training materials, completion targets, and assignment settings to match different business requirements. The feature is designed to provide flexibility while maintaining consistency, ensuring that employees receive the right forms, guidance materials, and questions based on their assigned channels or organizational structure. In this guide, you will learn how Form Templates are configured and how they can be used to support operational workflows across your organization.

Beyond collecting information, Form Templates help standardize field activities by combining configurable questions, conditional logic, assignment rules, and mobile previews into a single management experience. Once published, a form receives a unique identifier and becomes available to the intended audience based on the configured assignment settings. Understanding how Form Templates work helps Client Admins create more effective data collection processes, improve operational visibility, and ensure employees receive the appropriate forms at the right time.