Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
The Starter Form (Sample) Template is designed to provide a simple form structure and serves as a standard template that includes the most common layout fields. When creating form templates, practices should start by copying this template.
When the Forms feature is enabled, the sample templates will be deployed and available from the Templates Workspace.
This article explains how the sample form is structured. We recommend taking a copy of the template, if you would like to customise the form.
Opening the Form Builder
The template will be imported with the Status "Draft". To open the template form builder:
- Navigate to Knowledge - Templates workspace.
- Select the "All" view to display all Active and Draft templates.
- Search for Starter Form (Sample v1.0) and select the form template.
- Click the Edit option.
- The Form Template Builder window will open in a new Browser tab.
Template Layout and Fields
The Starter Form (Sample) template is built using a combination of Headings, Labels, Images, Panels, and Notes.
For detailed information on Form Fields and Layout, refer to Creating Templates for Forms (Beta).
Panels
The sample form contains one panel to show how a panel will display on a form. The panel contains a Notes/Help editor that has builder tips to assist with how to build your own form template.
Other Layouts and Fields
A combination of different Field types and layouts are used to present the form in a structured layout:
| Layout or Field Name | Details |
| Heading |
Provide a clear title for the form. The title of this form is Form Title - REPLACE WITH YOUR FORM TITLE. |
| Image |
Displays the company logo to assist with branding. A 'Your Logo Here' image has been used to provide an example. |
| Label |
Assists in guiding clients with additional information when completing the form. Labels are used for the following purposes:
|
| Notes/Help editor |
The Notes/Help editor has been used in this template to explain additional details on how to build a form. Notes/Help editor components are displayed with the question mark icon before the note title. |