Form Template

Form Template is the basis of all Forms. Users determine how information about their asset appears on a given Form.

A Form Template can be created and/or edited from within the Forms section of the Project Setup area in the Workspace Project. Once a Form Template has been designed, users can then configure, Package and place the Form in the Project Overview section of each Project or Portfolio.

 

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If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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