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Add a Form Template

This article will explain how to add a Form Template using the AppBuilder tool.


Prerequisites

System Requirements

Requirement

Description

Access to the AppBuilder Tool

Allows users to add and manage Form Templates within Projects.

NOTE: AppBuilder is available to certified Asite AppBuilder Designers.

To request access, contact Asite Support.


How Do I Add a Form Template?

  1. Select the required Project.

  2. Navigate to the Projects tab.

  3. Right-click the Project and select Apps > Add App.

    TIP: Alternatively, in Thumbnail View:

    • Click the Cog icon.

    • In the Settings pop-up, click Add App.

  4. In the Add App pop-up, enter the required Form Template details.

  5. Click Save to Project and Continue.

    TIP: The newly created Form Template can be activated or edited from the Manage App Settings screen.


Form Template Fields

Field

Description

Name

Enter the App Name (mandatory).

Group Code

Enter the Group Code (mandatory).

Group Name

Enter the Group Name.

AppBuilder ID

Enter a unique AppBuilder ID.

NOTE: The AppBuilder ID must be unique for the Form Template to be activated successfully.



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