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Setting the Default Form Name
Setting the Default Form Name

Learn how to leverage default form names, which are names that are given to any new form created from a particular template.

Updated over a week ago

The default form name is the name that is given to any new form created from a particular template. This name can be the same for each new form (e.g. "Sample Work Order"), or it can be different for each new form (e.g. "Work Order" followed by the unique work order number). When the default form name is not specified, it defaults to "<Template Name> - <Identifier>". So if your template name is "Work Order", your Identifier field is "Customer Name", and a user fills out a form and inputs "Acme" for the customer name — then the default name will be "Work Order - Acme".

To change the default form name for a template, open your template in the Template Editor, expand the gear menu and select Default Form Name.

Then enter the new default form name in the dialog box that appears, and click Done. You can use your field names to make the default form name dynamic, and the form name will update with the data you input in these fields while filling out the form. For instance, in the screenshot below we use a GoFormz formula to Concatenate the fields [Customer Name], [Work Order Number] and [Date], with text between the field values. The resulting form name might read something like “Acme Inc. Work order 107121 - 6/29/2018”. See Calculations - Overview for more on how to create formulas for your Default Form Name.

Finally, save your template by clicking Save Draft or Publish at the top of the Template Editor. Don’t forget this step — your default form name will not be saved until you do this!

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