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How to Add Question Templates to Forms

Reusable questions are now available on Forms.

K
Written by Kristal Ruiz
Updated this week

How to Set Up

  1. Navigate to Forms, then go to tab indicating "Question Templates".

  2. Create a Template: Click "New Template" and give your template a name.

  3. Add Questions: Click "Add Question" for each group or repeatable question you need.

    - Choose type: Information, Text, or Signature.

    - Set "Required" if needed.

    - Arrange with up/down arrows.

  4. Save the Template.

    - Outcome: These templates can now be added as dynamic sections in form templates.

How to Apply Question Templates to your Form Templates

  1. Edit Form Template: In any form template, click "Manage Dynamic Questions."

  2. Select & Apply Templates: Choose one or more templates and click "Add"

  3. Once your templates are added, click "Apply Template to Form"

  4. Publish the Form: Save and publish so it’s available on mobile.

How to Use:

  1. Open a form that is associated to a question template on your mobile device.

  2. Identify an area within your form where you would like to insert dynamic questions

  3. Select the icon on the question above or below where you would like to insert your dynamic questions

  4. Choose to insert your dynamic question template above or below the question you had clicked on.

  5. You will then have the option to select from the question templates that are associated to that form template

  6. After making a selection your selected question template will be applied to your form submission

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