Create an effective form template

You can create form templates to standardize data collection across projects and ensure accurate Dashboard results. Only administrators can edit and save templates.

To create an effective form template, follow these high-level steps:

  1. Choose a form template to use as a base for your new form template.
  2. Lay out a form template to manage the position of controls, tables, text, and other elements.
  3. Insert a data table so that users can enter multiple rows or columns of data.
  4. Choose a form control that helps users to enter data correctly.
  5. Save the form template (administrators only).
  6. (Optional) Protect the form template to prevent users from deleting fields, modifying instructions, or changing the structure of the form template.
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