Page Comparison

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Form Templates can be permanently removed from the database or added to the new form wizard which appears every time you create a new form by clicking icon in the Forms Home Page. Login as the tenant admin. Click Manage Form Templates.  Template menu items appear or Home then Templates on the left sidebar. You can locate your published templates by clicking on Forms by Category or Forms by Tag.

Click on the category or tag to display the list of published forms. Click

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New Form Wizard

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ONLY forms published by the tenant admin get added to this wizard. Forms published by non-admins are only added to the Examples area. To add a template to the new form wizard:

1. Login as the tenant admin
2. Upload the form you want to appear in the wizard into the tenant admin's account
3. Publish the form

This is how the new form wizard looks after completing these steps for a form named Job Application.

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To edit a category name, type in its text box and click Submit.

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 If the published form is not added to the New Form  Wizard, clicking the Image Added icon adds the template to the wizard. Notice Add to Wizard changes to Remove from Wizard. 

This is how the New Form Wizard looks after Expense Report, Vacation Request and Consultant Time Sheet published forms were added.

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