Templates

Creating a New Template

Last Updated: Jul 08, 2016 10:49AM PDT
 
The form template is the master version of your form. Creating a template is the first thing that you must do before you can start using any other GoFormz functionality. This document goes over the basic steps of creating a template, with links to more detailed articles about the various steps of the process.
 
To create a new form template in GoFormz, do the following:
 
1.Upload a form PDF/JPG into your template. The template creation begins with uploading your paper form into GoFormz. To do this, navigate to the Templates Tab and click the Create Template button in the upper right to launch the Template Upload dialog box. Enter the template’s name in the Name field. Click Browse Files in the Template Upload dialog and select your PDF or JPG form from the file chooser. Then click the Upload button to complete the upload. Your new template will open in the Template Editor. See here for more on uploading your paper form into GoFormz.

template-upload-dialog.jpg

2.Add and position form fields. Now that you’ve uploaded your form, you have to tell GoFormz where on the form the fields are located, and what kind of fields they are. This is needed to determine where on the form users will need to click or tap in order to fill out each individual field, and what kind of input control will show up once they do so.  To do this, drag fields from the Template Fields section on the left side of the Template Editor into your form preview. Then resize and reposition your field to fit into the desired space on the form. See here for more on adding, positioning, and sizing form fields.

3.Set field properties. Click on a field in the form preview to see its properties in the Field Properties section on the right. Then click on the various properties to edit them. This is often done in conjunction with the previous step -- you will often want to set field properties as you add each field. Properties govern the field’s look-and-feel, layout, and functionality. See here for more on editing field properties.
template-field-props.jpg

4.Configure the List View. The previous two steps configured your template’s Form View. Here, we configure how your form will appear in the mobile app editor’s List View. The List View organizes your form fields into logically grouped sections and tabs for enhanced navigation on smaller screens. See here for more on the difference between the two views.

template-list-preview.jpg

To configure the List View, switch to the List tab in the preview area. Here, you can create tabs and sections and populate them with your form fields in the desired order via intuitive drag-and-drop actions.
  • See here for a detailed overview of the mechanics of setting up the List View.
  • See here for best practices around setting up the List View.

5.Save your template. Click the Save Changes button in the upper right corner of the Template Editor to save the template. Once the template has been saved, you can access it in the Templates Tab.
Please Note: There is no auto-save feature in the GoFormz Template Editor. You must save your changes in order to update your template. 

template-save-changes.jpg  
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