Header actions
Back to Templates: Navigates to the form template list.
Form Link and Form Settings: Open separate workflows. See Form Linking and Form Settings for details.
Manage Dynamic Questions and Bulk Edit Questions: Open separate workflows. See Manage Dynamic Questions and Bulk Editing Questions for details.
Form metadata
Form Name, Form Title, Form Description: Enter template information. Changes are stored when a Save action is used.
Sections
Each section includes a Section Title field and a section toolbar for managing the section and its contents. See Section information for details.
Questions
Each question appears as a card that includes a question identifier and a question toolbar for adding, moving, duplicating, editing, or deleting questions. See Question information for details.
Right-side quick actions and inspector pane
AI Form Builder: Opens the AI-assisted builder. See AI Form building for details.
Manage Dynamic Questions: Opens the dynamic questions workflow. See Manage Dynamic Questions for details.
Arrow icon: Opens the inspector pane for contextual details.
Preview, copy, delete, and save
Preview: Opens a full-form preview in submit mode.
Copy: Creates a new form template duplicated from the current one.
Delete Form Template: Opens a confirmation dialog. Deleting removes the template from associated items and archives it; it will not be accessible in the user interface but can be restored through a request to the help desk.
Go to Top: Scrolls the canvas to the top.
Save options
Save as Draft: Saves changes without publishing to end users.
Save as Revision: Saves a new version of an already-published template without publishing it.
Save and Publish: Publishes the current version to end users.
Permissions
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