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
Form Templates allow practices to define a practice specific format for collecting data, ensuring consistency across teams.
Watch this tutorial to learn how to:
- Create a Form Template
- Customise a Form Template
- Include FYI fields in a Form Template
- Design the layout of your Form Template
- Preview and set your Template to Active
The structure of a Form is determined by the Form Template.
When a Form Template is edited, all active and submitted forms based on that template are automatically updated. This may affect existing field values or associated automations. It is recommended to first create a copy of a template to ensure that changes are not applied to active Forms.