Overview
The Builder is the home base for every form template in your account. From here you can search your existing templates, see each one's status at a glance, start a brand-new template, or open an existing one to keep working on it. Anyone with form-building access uses this page as the starting point before creating or editing a template.
Accessing the Builder
From the navigation, click Forms, then click Manage.
In the Lube Management layout, click Forms, then click Form Templates.
On the classic layout, the Manage page opens directly to the Builder tab, alongside Folders and Question Templates.
NOTE: The Builder is only visible to users whose role includes the Form Creation permission group (create/update access). If you don't see Manage or Form Templates in your navigation, your admin will need to grant that permission.
How to Search for a Form Template
Use the search bar at the top of the Builder table to filter templates by name.
Results update as you type — clear the search to return to the full list.
How to Start a New Form Template
Click Create.
This opens the same builder screen used to edit existing templates, where you name the template and start adding questions. See Creating a New Form (Web) - User Guide for the full walkthrough of building out a template.
How to Open an Existing Template
Find the template in the table, using search if needed.
Click the template's Name to open it in the builder.
From there you can continue editing, publish it, save it as a revision, copy it, or delete it, depending on its current status.
Understanding Template Status
Every template in the Builder table shows one of three statuses:
Draft: Not yet published. Only visible here in the Builder — it isn't available for users to submit.
Published: Live and available for users to submit.
In Revision: A previously published template that's being edited. The last published version stays live for users while the revision is in progress.
A template moves between these states based on what you do inside the editor, not from the Builder table itself:
Saving a new template as a draft keeps it in Draft.
Saving and publishing a template (new or draft) moves it to Published.
Editing a template that's already published automatically creates an In Revision copy — the live version is untouched until you save and publish the revision.
Revert to Published discards an in-progress revision and returns the template to its last published version.
Understanding the Builder Table
Name: The template's name — click it to open the template.
Status: Draft, Published, or In Revision (see above). You can filter the table by status.
Last Publish Date: When the template was last published live.
Last Edit Date: When the template was last saved, including draft and revision saves.
Use the pagination controls at the bottom to change how many templates are shown per page (50, 100, or 200) and to move between pages.
Use Cases / Examples
Use Case 1: Starting a new inspection form
A safety manager opens the Builder, searches to confirm no similar template already exists, then clicks Create to start a new daily inspection form.
Use Case 2: Updating a live template safely
An admin needs to add a question to a form that's already in active use. They open it from the Builder table, make their changes, and save it as a revision — the version technicians are currently submitting isn't affected until the revision is published.
Use Case 3: Auditing existing templates
Before a compliance review, a QA lead sorts through the Builder table by status and Last Edit Date to confirm which templates are currently published and when each was last touched.
Use Case 4: Cleaning up unused drafts
An admin reviews templates sitting in Draft status for months, opens the ones no longer needed, and deletes them to keep the Builder table relevant.
Best Practices
Search before you create: Check the Builder table for an existing template with a similar name before starting a new one, to avoid duplicates.
Edit published templates as revisions: Don't recreate a live template from scratch — open it directly so your changes save as an In Revision copy instead of disrupting the published version.
Leave unfinished work in Draft: A draft template isn't visible to end users, so it's safe to leave a template in progress without publishing it early.
Check the date columns before assuming a template is current: Last Publish Date and Last Edit Date can differ significantly if a template has an unpublished revision in progress.
Confirm before reverting a revision: Revert to Published permanently discards the in-progress changes — make sure you don't need them before confirming.
Troubleshooting
Issue: I can't see Manage or Form Templates in my navigation.
Solution:
Access to the Builder requires the Form Creation permission group (create or update access) on your role.
Ask your admin to grant that permission if you need to build or manage forms.
Issue: I edited a published template, but users are still seeing the old version.
Solution:
Editing a published template automatically creates an In Revision copy — the live version stays as-is.
Open the template and use Save and Publish to make your changes live.
Issue: I can't find a template I know exists.
Solution:
Use the search bar to filter by name.
If it's still not showing, increase the rows-per-page setting in the pagination controls or check additional pages — the default view may not show every template at once.
Issue: I started editing a published template and want to undo it.
Solution:
Open the template and use Revert to Published to discard the in-progress revision and return to the last published version.
This requires confirmation, since the revision's changes are permanently discarded.
Summary
The Builder is where every form template lives — search existing templates, check their status, and jump into creating or editing from one place. Understanding how Draft, Published, and In Revision statuses work keeps you from accidentally disrupting a template that's already in active use.