Create form templates

In a Companion subscription, data architects create and edit form templates to define how the form looks and the data to collect.
  1. In the sandbox, click Templates.
  2. Under Tool Templates, do either of the following:
    • To create a new form template, click New Tool Template, and then choose Form.
    • To edit a form template, expand Forms and choose an existing form template.
    The form template opens in the sandbox template editor, which includes only the form and all the features of design mode. The following image shows a 5S Audit in the sandbox template editor. Notice, the Project Manager and Roadmap are not available.
  3. In the sandbox template editor, create or edit the form template. For more information, go to Form design.
  4. To see how users will view and use the form in a project, click Preview.
  5. Save the template to upload it to the repository.
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