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Builder — User Guide

Manage form templates: search by name, edit an existing template, or start a new one.

K
Written by Katey
Updated over 2 weeks ago

Canvas

  • Search: Filters templates by name.

  • Create: Navigates to a new page to build a form template. See: Creating a form template.

  • Templates table:

    • Columns: Name, Status, Last Publish Date, Last Edit Date.

    • Open a template: Click the linked text in the Name column to navigate to that template’s edit page.

    • Results and Per Page: Shows the total count and lets you adjust how many items appear per page.

Status definitions

  • Draft: Not yet published.

  • Published: Available for users to submit.

  • In Revision: Previously published; edits are in progress and not yet available to submit.

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