The procedure to create a new question form template is as follows:
- Navigate to Quick Menu > System > Configuration > Form Template. The Form Template window is displayed.
- Click on New Template. All fields are activated ready for data entry.
- Using the Template Category drop-down field, select the category to which this new question form template relates e.g. Application Form, Enquiry Form, Campaign Contact Related Form, etc.
- Enter a Template Name into the field provided i.e. the short description for the question form template
1.
- Using the Applicable Companies drop-down field, multi-select all companies for which this question form template is relevant, or choose the All option, as required 2.
- Choose an Effective from date for this question form template i.e. the date on which it came into effect
1.
- Choose an Effective to date if the question form template is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the form will be continually valid.
- Click on Save. The new question form template appears in the alphabetical list, underneath the associated category 2.
Tip
1 To aid in identification and extended searching opportunities, it is good practice to devise and uphold a consistent naming convention for all question form template names.
2 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.
Note
1 The Effective from date defaults to the current system date and cannot be left blank.
2 To amend the details of an existing question form template, expand the category heading, select an associated template (or type its name into the Search Templates field) and repeat steps 4 through 8.
See related topics...
Question form template management overview
To clone a question form template
