Page 39 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Creating Forms

Create from Template

When creating a Form from a template, we provide Admins with a great starting point that
can save time when developing a Form from scratch. Admins have complete control to
change all aspects of the template before saving and publishing, including:

• Modifying the name and description
• Adding additional questions
• Removing/modifying provided questions
• Adding conditional requirements to the Form
• Adding/modifying conditional display logic of individual questions
The following Opportunity Form templates are available:

• Go-No Go Simple • Debrief • Gate Review forms
• Go-No Go Advanced • Checklist

Activity 9.2 – Create a Form from a Template

Activity Steps
1. Click the Administration button
2. Hover over General Administration
a. Select Forms from the dropdown menu
3. Click on Create from Template
4. Select the template from the drop-down list to open the form-build-page
5. Rename your template
6. Add a Section title
7. Hover over the left edge of question 2 for a 4-directional arrow to appear
8. Drag and drop question 2 before question 1
9. Click on question 1 and check the box next to Required
10. Select Save
11. Notice the new Form in your Drafts section

Create A Form from Scratch

To create a new Form, click "Create from Scratch" at the top of the page. Add questions and
a title/description. To duplicate a Form, click the three-dot menu and select "Duplicate."

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