A GoFormz Template is a master version of your form. This is where you define what fields go into your form, name your fields, lay them out, set default values, etc. Once the template is built, you can create individual forms based on it. From a permissions standpoint -- typically, only a few users in your GoFormz account have access to editing templates, whereas all users can fill out a form.
The starting point for a template is a paper form. To create a template, you upload your paper form’s image into GoFormz, then overlay electronic fields on top of that image to let GoFormz know where the user inputs should go. This results in a form template that looks just like your paper form, but is much more functional and easier to work with.
Here are some key terms and definitions to help you better understand GoFormz templates:
- Template vs form: If a Template is the blank master version, then a Form is an individual instance of that template that you actually fill out. Each individual form is based on a template. See here for more on the Forms vs Templates distinction.
- Form fields: GoFormz supports many different field types, from common ones like text fields and checkboxes, to fields that don’t have an analog in paper forms -- like images and GPS location. See here for more on available field types and how to use each one.
- Field properties: Properties control the look and feel, layout, and functionality of each field in your form. See here for more on field properties.
Here are some highlights of what you can do with form templates:
- Create templates to mimic your paper forms
- Populate your templates with fields that best fit the information you want to capture
- Configure your electronic form’s layout in both the Form View and the List View.
- Set up template folders to control user access to different templates
- Automate workflows for forms created from your templates.