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Set Up Forms in a Project Template (based on Type)
Set Up Forms in a Project Template (based on Type)

This article helps you understand how various types of forms can be configured to work in your project templates differently.

Updated over a week ago

Pre-requisites:

Permission as mentioned below, on the project template in which form setting is to be configured:

  • To manage the project template, 'Admin' permission assigned to you, your organization or a user group in which you are a member.

Below are the steps to set up forms in a project template based on their form type:

1. In 'Projects' area, navigate to the project template where form set up needs to be done.

2. Right click on the required project template and select 'Edit' then select 'App Settings'.

Alternately, in the thumb view, do a mouse hover on the project template thumbnail and click on icon. A layered page opens. Click on 'Edit App Settings'.

3. Follow the steps as required to set up forms in a project (See step 3 to step 8).



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