Templates are the primary data-gathering documents created within your GoFormz account. Build Templates from scratch or based on your existing documents.
The difference between Templates and Forms varies based on your role in the data collection process. If you want to facilitate data collection, then you’ll build a Template. If you want to provide data, then you’ll complete a Form.
Build Templates in the Template Editor within the GoFormz web app.
Using Templates
Templates act as your data collection blueprint. The data fields included when building a Template determine the data sent when a Form User completes a Form.
When a Form User submits a Form, the corresponding data is processed however you decide.
Choose from data processing automations like Template Events and Workflows to move data between GoFormz and your business systems in real-time. You can also use processes like PDF Export and Reports to manage your data.
Leverage your Template data fields as Workflow variables to add value to your data processing.
Build Templates in the Template Editor.
Building Templates
Access the Template Editor when you click Create in the Templates tab of the GoFormz web app.
Templates offer two available layouts: Form view and List view.
Form view
Build a Template guided by an existing JPEG or PDF document with Form view.
Form view provides your Form Users with the familiar look of your existing documents.
When you build a Template using Form view, you will upload your document to GoFormz. Next, you select map the appropriate data fields to collect data from your Form Users. Mapping refers to placing data fields on your document’s existing fields to collect the corresponding information.
When building your Template, click List to modify the List view version of your current Template.
List view
Provide a mobile-optimized Form experience for your Form Users with List View.
Use List view when you need to collect data, but don’t have an existing document.
When building a Template, you have the option to build a List view from a Form view Template when you click Auto Build. This feature automatically duplicates the data fields from your Form view into your List view.
Form Users create and complete Forms based on the Templates made available to them.
Filling out Forms
As a Form User, you view your available Templates when logged in to your GoFormz user profile. An Account Admin determines a Form Users Template access.
A Form User selects a Template for use in creating and completing a Form. When creating a new Form in GoFormz, Form Users will encounter a process where they “Select a Form Template.”
