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Form Templates Overview

Who can use this feature?

001_System_Admin.png 000_Slash.png 001_Owner.png

 

Overview

You can use a template to build a form, which is easier and faster than building one from scratch. Our CivicPlus Sample Forms Category makes it easy to find a form that you can copy and modify to fit your needs.

Instructions

  1. Navigate to Modules > Content > Forms 
    modules_content_forms.png
  2. Select Choose an Action > View List next to CivicPlus Sample Forms
    choose_action_view_list.png
  3. To the right of each form name, you can select Preview or Copy from the Choose an Action drop-down menu
    Preview_or_Copy.png
    • Preview: Will open the template in a new window; allows you to find the template that collects the information you want
    • Copy: Will bring up the template properties



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