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Draft Documentation - In Progress. |
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Overview of Form Templates
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By default forms submitted like this will simply appear in your Team Inbox, however using Automation rules you can decide on other actions like Creating /new Work Items, Updating existing Work Items and more!
Published - Private Form
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Once you are happy with the content, layout and logic of your form template you can optionally publish the template using the Publish tab:
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Attaching you Form Template as a Work Type Custom Field Group
Step 1: Create a custom field group based on a Form
A more common use case for Form Templates is to attach them to Work Type configuration as Custom Fields. To attach your Form template to a Work Type you should use the Custom Field settings where you can provide this information.
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Here you can give either the same or alternative name to the Custom Field Group and also decide if it should be displayed as a singular form, or as a multi-row table where multiple different instances of the form are created over time and stored in a table.
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You can also set the permissions for the Custom Field Group.
Step 2: Edit your Work Type Page Layout to display the Custom Field Group
After you have attached your form as a Custom Field group you need to decide where on your Work Type Pages and Layout it is displayed. This is done using the Work Type Page Layout settings and adding a Custom FIeld Block: Work Types | Custom Fields Block.
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