How-to Configure Form Templates

  1. Click on the Projects tab in the MyBar.
  2. From the Project Information Card for the Project you wish to configure a Form for, click on the Cogwheel icon, located at the bottom-right corner of the card.
  3. Select Forms from the Sections Bar.
  4. Upon completion of a Form Design, or once you have located the Form requiring configuration, select the Cogwheel icon, located on the right hand side of the Form tile.
  5. From within the Form Configuration page, populate the appropriate settings which match the requirements of your Form:

Note: If the Cogwheel icon is not present on the Form Template tile, this is because the Form Template has not yet been published.


Please see:


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

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