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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 month ago

Pre-requisites:

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

  • You, your organisation, or a user group where you are a member must be assigned 'Admin' permission.

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

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

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

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

3. Follow the required steps to set up forms in a project (See step 3 to step 9).

Next Article: Add Standard Form Templates (in a Project Template)

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