Pre-requisites:
Role privilege as mentioned below, on the project in which a standard form template is to be added:
The 'Assign Forms to Workspace' privilege must be assigned to your role for assigning form templates.
Below are the steps to add Asite standard form templates to a project:
1. In the 'Projects' area, navigate to the required project for adding form templates.
2. Right-click the required project and select 'Apps' then 'App Templates'.
Alternately, hover your mouse over the project thumbnail in the thumb view and click the icon. A layered page opens. Click 'App Templates'.
3. The 'Assign Apps' window will open. You can select the type of forms to be added to the project by selecting checkboxes against their name. To add the 'Defects' form type to a project, search for 'Defects' and select the 'Defects' form type under the 'Field Manager' group.
You can also search a particular form using the search box at the top right.
4. Click 'Add to Project' to add selected forms to the project.
You can also download the form template of custom forms by clicking the template icon at the right of each custom form record.
Click here to understand how to add a form template using the Asite AppBuilder tool.
Check: FAQs
Related Articles: AppBuilder, Set Up Forms (in a Project - based on Form Type), Add Standard Form Templates (to a Project Template)
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