Live smartFORM templates allows admins or users with the required permissions to make changes to a smartFORM template and push those changes to any instances already created from that template. This articles explain how to enable this feature for new forms. If a template is created as a versioned form, it will not be able to be converted to a live form.
Required Permissions: Create forms templates and Manage all form templates
Where to Start
- Navigate to smartFORMs.
- Select the Form Templates tab.
- Select District Templates.
Create New Live Template
- Select New.
- Create a Template.
- Use the Live Template slider.
- Select Create to add the new form template.
Duplicate Template to Create Live Template
- Use the 3 dot menu.
- Select Duplicate.
- Use the Live Template slider.
- Select Save to add a copy of the form as a live template.
Confirming Form is Live
Forms that are live will have a checkmark in the Live Template column.