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Create a form template

Guidance on how to create a form template to be completed by users.

Liam Smith avatar
Written by Liam Smith
Updated over a month ago

⚠️ Important: The below guidance is applicable to customers in LMS² sites.

Super administrators in LMS² sites can use form templates to create form activities to assign to users.

To create a new form template, follow the below steps.

  1. Switch to admin view.

  2. Click Menu, then click the Admin tab.

  3. click Form Templates, then click New Template.

  4. Select Fixed Workflow for a predefined workflow or select Editable Workflow to create one, then click Next.

  5. Enter name and code for the template, then click Create.

  6. Enter a description for the template.

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