{"id":24123,"date":"2023-08-30T21:40:33","date_gmt":"2023-08-30T21:40:33","guid":{"rendered":"https:\/\/www.psoda.com\/help\/?page_id=24123"},"modified":"2024-02-21T01:48:05","modified_gmt":"2024-02-21T01:48:05","slug":"psoda-forms-create-template","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/psoda-forms-create-template\/","title":{"rendered":"Psoda Forms &#8211; creating a form template"},"content":{"rendered":"<div class='content-column three_fourth'><h3>Creating a new form template<\/h3>\r\n<br>\r\n<ul>\r\n\t<li><a href=\"#create-template\"><strong>1.1 &#8211; Creating a new template<\/strong><\/a><\/li>\r\n\t<li><a href=\"#edit-template\"><strong>1.2 &#8211; Editing a template<\/strong><\/a><\/li>\r\n\t<li><a href=\"#edit-title\"><strong>1.3 &#8211; Editing the form templates title or description<\/strong><\/a><\/li>\r\n\t<li><a href=\"#edit-template-workflow\"><strong>1.4 &#8211; Changing the form templates workflow state<\/strong><\/a><\/li>\r\n\t<li><a href=\"#add-form-workflow\"><strong>2.1 &#8211; Adding a workflow to the form<\/strong><\/a><\/li>\r\n\t<li><a href=\"#add-instruction\"><strong>2.2 &#8211; Adding an instruction to the form<\/strong><\/a><\/li>\r\n\t<li><a href=\"#add-logo\"><strong>2.3 &#8211; Adding a logo to the form<\/strong><\/a><\/li>\r\n\t<li><a href=\"#add-theme\"><strong>2.4 &#8211; Editing the form theme<\/strong><\/a><\/li>\r\n\t<li><a href=\"#edit-public\"><strong>2.5 &#8211; Making this a public form<\/strong><\/a><\/li>\r\n\t<li><a href=\"#add-section\"><strong>3.1 &#8211; Adding a new section<\/strong><\/a><\/li>\r\n        <li><a href=\"#edit-section-title\"><strong>3.2 &#8211; Editing a section title<\/strong><\/a><\/li>\r\n        <li><a href=\"#delete-section\"><strong>3.3 &#8211; Deleting a section<\/strong><\/a><\/li>\r\n\t<li><a href=\"#add-field\"><strong>3.4 &#8211; Adding a new field<\/strong><\/a><\/li>\r\n\t<li><a href=\"#edit-field\"><strong>3.5 &#8211; Editing a field<\/strong><\/a><\/li>\r\n\t<li><a href=\"#add-tooltip\"><strong>3.6 &#8211; Adding a field tooltip<\/strong><\/a><\/li>\r\n\t<li><a href=\"#add-dropdown\"><strong>3.7 &#8211; Adding and editing a drop-down field<\/strong><\/a><\/li>\r\n\t<li><a href=\"#view-preview\"><strong>4.1 &#8211; Previewing your form<\/strong><\/a><\/li>\r\n<\/ul>\r\n<br>\r\n<br>\r\n<strong id=\"create-template\">1.1 &#8211; Creating a new template<\/strong>\r\n<br>\r\n<br>\r\nWhilst on the dashboard page, navigate to the third section and click on the <strong>add template<\/strong> card as shown in Figure 1. Then fill in any desired quick information and click <strong>create<\/strong>. You will then see your newly created form template appear first in the list.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_createform.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_createform.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; Psoda Forms create form card<\/strong><\/p>\r\n<br>\r\n<br>\r\n<strong id=\"edit-template\">1.2 &#8211; Editing A form template<\/strong>\r\n<br>\r\n<br>\r\nTo begin editing your new form template, click on the templates card, you will then be navigated to the form builder page as seen below in Figure 2.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_builder_details.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_builder_details.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 2 &#8211; Psoda Forms builder page details tab<\/strong><\/p>\r\nIf you wish to navigate back to the Dashboard page at any time you can do so by clicking the <strong>Go back<\/strong> button, as seen in Figure 3.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psoda_forms_back.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psoda_forms_back.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 3 &#8211; Psoda Forms back navigation<\/strong><\/p>\r\nBelow in Figure 4 indicates all the tabs available on the form builder page. The <strong>Detail<\/strong> tab holds all information and settings relating to this form template. The <strong>Builder<\/strong> tab is where you will add your fields and sections to your form. The <strong>Completed forms<\/strong> tab will list all created forms made off of this form template.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_tabselection.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_tabselection.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 4 &#8211; Psoda Forms builder page tabs<\/strong><\/p>\r\n<br>\r\n<br>\r\n<strong id=\"edit-title\">1.3 &#8211; Title and description edit<\/strong>\r\n<br>\r\n<br>\r\nEditing the title or description can be done by clicking on the text using inline editing, as seen below in Figure 5.\r\n<p id=\"edit-title\" style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_inlineediting.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_inlineediting.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 5 &#8211; Psoda Forms inline editing<\/strong><\/p>\r\n<br>\r\n<br>\r\n<strong id=\"edit-template-workflow\">1.4 &#8211; Change template workflow state<\/strong>\r\n<br>\r\n<br>\r\nHere you can change the current state of your form templates workflow by clicking on the small workflow drop-down as indicated in Figure 6 below.\r\n<p id=\"edit-template-workflow\" style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_templateworkflow_edit.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_templateworkflow_edit.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 6 &#8211; Psoda Forms template workflow transition<\/strong><\/p>\r\nOn the <strong>Details<\/strong> tab you can edit information relating to the current form template, such as adding and editing instructions, adding or changing form workflows, adding or changing the forms logo, changing the forms theme, and setting the form to be a public or private form.\r\n<br>\r\n<br>\r\n<strong id=\"add-form-workflow\">2.1 &#8211; Adding a workflow to the form<\/strong>\r\n<br>\r\n<br>\r\nYou can add or change the forms workflow created form this template from the drop-down field labeled <strong>Form workflow<\/strong> as indicated below in Figure 7.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_addformworkflow.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_addformworkflow.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 7 &#8211; Psoda Forms add form workflow<\/strong><\/p>\r\nThis will list all form workflows available to your organisation. This can be changed at any time and the forms workflow will be set once the form has been created.\r\n<br>\r\n<br>\r\n<strong id=\"add-instruction\">2.2 &#8211; Adding an instruction to the form<\/strong>\r\n<br>\r\n<br>\r\nTo add an instruction message for each form created from this template, click into the inline editing input under the label <strong>Instructions<\/strong> as seen below in Figure 8.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_addinstruction.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_addinstruction.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 8 &#8211; Psoda Forms add instruction<\/strong><\/p>\r\nWhen filling out a form using PsodaForms, this message will display in the forms first page. If no instruction has been set the instruction page will not display and the first page shown will contain all fields within your first section.\r\n<br>\r\n<br>\r\n<strong id=\"add-logo\">2.3 &#8211; Adding a logo to the form template<\/strong>\r\n<br>\r\n<br>\r\nTo insert a logo to this form, click on the <strong>Insert logo<\/strong> text, this will display a drop-down where you can upload a new logo from your device or pick from an existing logo as seen below in Figure 9.\r\n<p id=\"add-logo\" style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_insertlogo.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_insertlogo.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 9 &#8211; Psoda Forms adding a logo<\/strong><\/p>\r\n<br>\r\n<br>\r\n<strong id=\"add-theme\">2.4 &#8211; Editing the form template theme<\/strong>\r\n<br>\r\nTo change the theme of your form, click the paint pallete icon, this will display a drop-down with all currently available colour themes. You can select any of these by clicking on them. See Figure 10 below. The default theme will be <strong>Blue<\/strong>.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_theme.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_theme.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 10 &#8211; Psoda Forms selecting a theme<\/strong><\/p>\r\n<strong id=\"edit-public\">Make this a public form<\/strong>\r\n<br>\r\n<br>\r\nWith the addition of Psoda Forms we now have <strong>Public<\/strong> forms available. A public form can be completed by any individual that has been given the required url and does not need a Psoda account to do so. By default all new forms are set to <strong>Private<\/strong>.\r\nTo change your form to a public form, click on the <strong>Public\/Private<\/strong> toggle as seen below in Figure 11. <em>Please note, the form can only be viewed publicly if it is in an approved state and is not archived.<\/em>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_private.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_private.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 11 &#8211; Psoda Forms public\/private toggle<\/strong><\/p>\r\nThe toggle will change to <strong>Public<\/strong>, indicating that this template forms are now public. To retrieve the url needed to fill out this form publicly, click on the <strong>Copy link<\/strong> button as indicated below in Figure 12. The link will be copied directly to your clipboard where you can either share via email or embed to your website. <em>Please note, if you wish to change this public url link at any time this will need to be done in Psoda.<\/em>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_public.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_public.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 12 &#8211; Psoda Forms copy public link<\/strong><\/p>\r\n<strong id=add-section>3.1 &#8211; Adding a new section<\/strong>\r\n<br>\r\n<br>\r\nNow we are ready to start adding fields to this form. To do so, click on the <strong>Form Builder<\/strong> tab as indicated in Figure 4. To begin adding fields, first we need a section, click on the <strong>Add section<\/strong> button located on this page as indicated in Figure 13 below.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_addsection.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_addsection.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 13 &#8211; Psoda Forms adding a section<\/strong><\/p>\r\n<strong id=\"edit-section-title\">3.2 &#8211; Editing a section<\/strong>\r\n<br>\r\n<br>\r\nBy default the section title will be an indication of the section number in ascending order, to edit this to display a section name of your choice, click on the section title and inline edit as indicated in Figure 13.1 below.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_editsection.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_editsection.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 13 &#8211; Psoda Forms editing a section title<\/strong><\/p>\r\nEach section will act as a new page when filling out a form using PsodaForms.\r\n<br>\r\n<br>\r\n<strong id=\"delete-section\">3.3 &#8211; Removing a section<\/strong>\r\n<br>\r\n<br>\r\nTo remove a section, click on the remove icon as indicated in Figure 13.2 below. <em>Note, all fields within a section will be deleted if that section is removed.<\/em>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_removesection.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_removesection.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 13 &#8211; Psoda Forms removing a section<\/strong><\/p>\r\n<strong id=\"add-field\">3.4 &#8211; Adding a new field<\/strong>\r\nAfter adding a new section you will se an empty section appear, you can add new field to this section by either clicking on one of the field types available from the <strong>Field picker<\/strong>, or if you have multiple sections and fields already, you can insert your new field in any position you like by dragging on the field type and dropping it in your desired position. Below in Figure 14 highlights one of the available field types that can be clicked or dragged, in this example we are using the <strong>Short text<\/strong> field type.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_addfield.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_addfield.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 14 &#8211; Psoda Forms adding a short text field<\/strong><\/p>\r\n<strong id=edit-field>3.5 &#8211; Editing a field<\/strong>\r\n<br>\r\n<br>\r\nTo edit any field title, simply click on the titles text which will allow inline editing, as indicated in Figure 15 below. When adding a new field this input will be in focus so you can edit its title right away. By default the fields title will be <em>Add (field type) title<\/em>.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_editfieldtitle.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_editfieldtitle.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 15 &#8211; Psoda Forms editing a fields title<\/strong><\/p>\r\nTo add or edit the default value of this field, click in the input located below the title as seen in Figure 16 below. By default this will be empty with the placeholder <em>Add default value<\/em> this indicates that this field will be empty by default.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_editdefaultvalue.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_editdefaultvalue.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 16 &#8211; Psoda Forms editing a fields default value<\/strong><\/p>\r\n<strong id=add-tooltip>3.6 &#8211; Adding a field tooltip<\/strong>\r\n<br>\r\n<br>\r\nTo add or edit an existing field tooltip, click on the <strong>?<\/strong> button, as highlighted in Figure 17 below. This will open up a small text area popup where you can add your description for this field. This description will act as a tooltip that can be displayed next to your field inside your form. The button will highlight green indicating that this field has an active tooltip.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_fieldtooltipedit.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_fieldtooltipedit.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 17 &#8211; Psoda Forms &#8211; Adding a field tooltip<\/strong><\/p>\r\n<strong id=add-dropdown>3.7 &#8211; Adding and editing a drop-down field<\/strong>\r\n<br>\r\n<br>\r\nAdd a new drop-down field by using one of the methods indicated in section 3.4. By default one option will be created with empty values. To edit the label and value, simply click into the provided inputs. To add a new drop-down option click on the button <strong>Add option<\/strong> as indicated in Figure 18 below. This will add a new <strong>empty<\/strong> option to this drop-down field.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_dropdownadd.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_dropdownadd.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 18 &#8211; Psoda Forms Adding a new option to a drop-down <\/strong><\/p>\r\nTo set the default value for this drop-down click on the options default value radio button as indicated in Figure 19 below. If no default has been chosen the first option will be displayed as a default.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_dropdowndefault.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_dropdowndefault.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 19 &#8211; Psoda Forms setting a default value for a drop-down<\/strong><\/p>\r\nTo remove an option from this drop-down, click on the <strong>red bin<\/strong> icon next that option, as indicated below in Figure 20. You can also drag and reorder the drop-down options by click and dragging on the drag icon.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_dropdownoptiondelete.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_dropdownoptiondelete.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 20 &#8211; Psoda Forms removing a drop-down option<\/strong><\/p>\r\n<strong id=view-preview>4.1 &#8211; Previewing your form<\/strong>\r\n<br>\r\n<br>\r\nTo view a preview of what a form will look like from this template, click on the <strong>View preview<\/strong> button as indicated below in Figure 21.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_preview.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_preview.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 21 &#8211; Psoda Forms view a preview of your form<\/strong><\/p>\r\nThis will redirect you to the form page for this form template. You can return back to the editing page at any time by clicking the <strong>Go back<\/strong> button located at the top left corner of the page, as indicated in Figure 22 below.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_previewback.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7518\" src=\"\/help\/wp-content\/uploads\/2023\/08\/psodaforms_previewback.png\" alt=\"\" width=\"315\" height=\"72\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 22 &#8211; Psoda Forms navigate back to edit page<\/strong><\/p>\r\nWhilst viewing a form in preview mode, you can still fill out and complete just as you would normally as indicated on our help center page Psoda Forms &#8211; filling out a form.\r\n<br>\r\nCongratulations you have created a new form template, from here you can set the form templates workflow state to an approved one, that way others in your organisation can start filling out forms, you can also set this form template to <strong>Public<\/strong> as indicated ins section 2.5 of this page and begin sharing that link.\r\n<br>\r\n<br>\r\n<strong id=add-tooltip>4.2 &#8211; Viewing completed forms<\/strong>\r\n<br>\r\n<br>\r\nTo view a list of all forms created from this template, click the tab button <strong>Completed forms<\/strong> in the area indicated in Figure 4.\r\n<br>\r\n<br>\r\nIf you would like to see how to fill out a form, visit <a href=\"https:\/\/www.psoda.com\/help\/psoda-forms-filling-out-a-form\/\" rel=\"noopener\" target=\"_blank\">Psoda Forms \u2013 filling out a form<\/a>.<\/div>\r\n\r\n<div class='content-column one_fourth last_column'><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  Creating a new form template       1.1 &#8211; Creating a new template   1.2 &#8211; Editing a template   1.3 &#8211; Editing the form templates title or description   1.4 &#8211; Changing the form templates workflow state   2.1 &#8211; Adding a workflow to<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-24123","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Psoda Forms - creating a form template - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Psoda Forms - creating a form template\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/psoda-forms-create-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Psoda Forms - creating a form template - Psoda Help Centre\" \/>\n<meta property=\"og:description\" content=\"Read the documentation and learn how to use Psoda&#039;s Psoda Forms - creating a form template\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.psoda.com\/help\/psoda-forms-create-template\/\" \/>\n<meta property=\"og:site_name\" content=\"Psoda Help Centre\" \/>\n<meta property=\"article:modified_time\" content=\"2024-02-21T01:48:05+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"13 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.psoda.com\\\/help\\\/psoda-forms-create-template\\\/\",\"url\":\"https:\\\/\\\/www.psoda.com\\\/help\\\/psoda-forms-create-template\\\/\",\"name\":\"Psoda Forms - creating a form template - Psoda Help Centre\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.psoda.com\\\/help\\\/#website\"},\"datePublished\":\"2023-08-30T21:40:33+00:00\",\"dateModified\":\"2024-02-21T01:48:05+00:00\",\"description\":\"Read the documentation and learn how to use Psoda's Psoda Forms - creating a form template\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.psoda.com\\\/help\\\/psoda-forms-create-template\\\/#breadcrumb\"},\"inLanguage\":\"en-NZ\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.psoda.com\\\/help\\\/psoda-forms-create-template\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.psoda.com\\\/help\\\/psoda-forms-create-template\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.psoda.com\\\/help\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Psoda Forms &#8211; 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