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Creating a form template

Set up a form template

  1. Click New Form Template on the Manage Form Templates page.
  2. Enter a Name and Description.
  3. If you are creating a form template for your organization (or other org unit type above a course in your organization's hierarchy) and you only want to share the form template with specific courses (or other child org units) rather than all child org units:
    1. Clear the Current Org Unit check box.
    2. Click Add Org Units.
    3. Select the org units you want to share the form template with.
    4. Click Insert.
  4. Click Save.

Note You can only share form templates with org units below your current org unit; therefore, you cannot share form templates created in a course because it's the lowest org unit level you can create form templates in.

Add a system field

  1. Click Add System Field.
  2. Select the Field Name you want to add.
  3. Click Add.

Add a custom field

  1. Click Add Custom Field.
  2. Enter a Field Name.
  3. Select the Make this a required field check box if you want to make this field a requirement.
  4. Choose the Data Type for the field.
  5. Fill in additional information based on the data type.
  6. Click Save.

Add a section header between fields

  1. Click Add Section Header.
  2. Give the section header a Name.
  3. Select Show as a separator if you want a separator in your form template instead of displaying the section header name.
  4. Click Save.

Reorder fields

  1. Click Reorder Fields.
  2. Select a new position for a field using the Sort Order drop-down list beside its name. The positions of other fields adjust accordingly.
  3. Click Save.

Edit a field

Note  You can only edit custom fields.

  1. Click the  Edit icon for the field you want to edit on the Edit Form Template Contents page.
  2. Make your changes.
  3. Click Save.

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