Manage form templates
A template constructs an overall layout that you can reuse to create campaigns or task briefs. A template provides structure around incoming work requests to improve productivity and efficiency.
Create a form template
This example creates a template called Special Work Request that you want to distinguish from other work request templates you may have.
- Go to your avatar > Templates. The Templates view displays.
- Click Create Template. The Templates form displays.
- Complete the first section to configure the template name and purpose.
- Enter the Template Name (such as Special Work Request).
- (Optional.) Enter the Template Description (such as Form to create a special work request.).
- Toggle the template to Active or Inactive. The Templates page shows whether a form template is active or inactive.
- Select Applicable to to designate the form type. (This example applies to only work requests; the other items are not enabled.)
- Work Request – lets you select work request templates from the Request Type drop-down list. See Create a work request.
- Campaign Brief – lets you select templates from the Brief Template window. See Add a campaign brief.
- Task and Hypothesis Brief – lets you select templates from the Brief Template window. See Add a task brief.
Note
The rest of the template fields in the following steps build the form. To access forms, go to Requests and click Add Request. In the Create Work Request page, select Request Type > Special Work Request (or any active template).
- Enter a Title for the form. Click Helper text to provide help text, such as Enter the purpose of this work request.
Note
Select Pre-populate to automatically insert the template name (Special Work Request) in the title, which you can edit on the form.
- Add a section if your form is lengthy or you want to organize your form to separate types of information. Click Add Section and enter the name of the section, such as Work Request Details, Customer Information, and Miscellaneous.
Note
You can add the same field in different sections but you cannot add the same field more than once in each section.
- Click Add Field for the Work Request Detail section, and select Short Description. You can add Helper Text and check Required to ensure this field is filled out by the user.
- Click Add Field for the Customer Information section, and select Company, Customer email address, and Customer name.
- Sort the fields by dragging and dropping them into the order you want.
- Click Add Field in the Miscellaneous section, and select Urgency and Expected opportunity volume.
- Click Preview to see how the form will look to the user. If you click Submit Request in preview mode, it only demonstrates how the request is submitted; it does not submit the request.
- Click Save Template. You can view or edit the template at your avatar > Templates > Form tab which displays alphabetically among the templates.
To access the template, go to Requests and click Add Request. In the Create Work Request page, select Request Type > Special Work Request.
The form displays:
View and edit form templates
- Go to your avatar > Templates > Form tab and select a template.
- Click More (...) to edit, delete, or duplicate existing work request templates. Admins and users with access to edit work requests can click Copy URL to share them.
- Click Filter to view form templates based on where they are used or by their status.
Create sections of the form
You can make sections for your customized form.
- Click Add Section.
- Enter the section title.
You can drag and drop fields and section titles into any order you want. Hover over a field, and a grab icon displays. A delete icon also displays if you want to delete a field from the form. You can also move an entire section above or below another area in the form if you click the arrows next to the section title.
Create a custom field
- Click Add Field, then click Create New. The Create a New Field window displays.
- Search for and select the type you want from the Field type dropdown. Enter the details for the field type you select.
- Click Create.
Create smart forms using Add Logic
Add Logic applies only for cases where the fields have multiple-choice answers, and you can set the logic according to that.
- Click Add Logic to configure multiple logics. If the customized field is a survey or inquiry with multiple answer options, you can add logic to that specific field.
- For If value function, select from three options and enter a value:
- equal to – Checks whether the values of two operands are equal (condition is true); if not equal, the condition is false. For example, if you enter A and B for a field then this logic will match only if a user enters A and B, and will not match if they enter A, B, and C.
- not equal to – Checks whether the values of two operands are not equal (condition is true); if the operands are equal, then the condition is false. If you enter A and B, then his logic will match only if a user does not enter A and B, but can enter just A, or A, B, C, and so on.
- any of – Checks for matching values in a set. For example, if the set is [A, B, C] a user matches the logic with A, B, C, A and B, A and C, B and C, and A, B, and C.
- If you enter a value that matches the logic you select, the action selected for the then function executes. For example, if the value of the Regions field is East region, then jump to the APAC section.
- You can select from two options and enter a value:
- Show values > Field – Select the field you want to display if the logic matches.
- Jump to – Select which part of the form the user jumps to if the logic matches:
- Section – Select a form section from the drop-down list.
- End of Form
- Field – Select a field from the drop-down list.
- Click Done. The field displays the logic.
Make each choice in a drop-down (or radio button) show only one specific section
- Create a dropdown list or radio button list and give them values: AA, BB, CC, and DD.
- Create four sections: Section 1, Section 2, Section 3, and Section 4.
- Add the logic to the dropdown list or radio buttons.
- 'If value' 'equal to AA', 'Jump to' 'Section 1'
- 'If value' 'equal to BB', 'Jump to' 'Section 2'
- 'If value' 'equal to CC', 'Jump to' 'Section 3'
- 'If value' 'equal to DD', 'Jump to' 'Section 4'
- Add the following logic for each section and its fields if you added any.
- 'If value' 'any of - select all the options in the fields', 'Jump to' 'End of form'
Note
Repeat this step for each field in each section; otherwise, all sections render instead of just one.
Make an option show some fields while another option shows other fields
This example shows how to make each choice in a drop-down (or radio button) only show only certain fields, while another option shows different fields. You can do this with only two options:
- Option A displays certain fields when a user selects it.
- Option B displays another set of fields.
You must add each of these fields to different sections for this to work. (All the fields being in one section will not work.)
For example, in the options drop-down list, there is logic that says:
- ('If value' 'equal to', 'Jump to' 'Section 2') and ('If value' 'not equal to', 'Jump to' 'Section 3')
In section 2 and 3, call the fields you want to render above the field where you will add the following logic:
- ('if value' 'any of - select all the options in the fields' 'Jump to' 'End of form')
Skip to next field if a user selects anything except specific options
In this example, skip to the next field if the user selects anything but Video or Webinar. In the mandatory field Asset Type, use the following the logic:
- 'If value' 'any of - mention all values except Video and Webinar'
If a user selects Video or Webinar, the next field Video URL displays. Selecting any other values skips the Video URL field.
Combine rules
This example shows how to combine two rules for two values applied at the same time on same field.
- If you select cat in Animal Planet, the Numerical Counters shows only option one.
- If you select dog in Animal Planet, the Numerical Counters shows only option two.
- If you select both, there are no rules for that, so you need to add another rule like this:
