Create a Form from a Template

Follow these steps to create a a form in Engyn from a template.

1. Select a Form Template

 

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  • Click the CREATE FORM button in the top right corner of your screen to open the form creation screen

  • Choose the Template that suitable to your need

    • You can filter the available templates by industry, category and use case

    • Click Preview to view the form

    • Click Use Now to open the template in Form Designer

 

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2. Adjust the template if needed

You can customize the template to suit your requirements, such as:

  • Rearrange form controls by dragging and dropping elements.

  • Add new content, controls, or components to enhance the form.

  • Remove unnecessary elements

3. Preview and Publish the Form

  • Before finalising, preview your form to ensure it looks and functions as expected.

  • Once satisfied, click Publish Form to make it accessible.

  • Specify the Form Location and Data Location for where the form will be available and where the data will be stored.

  • Finally, click Publish to make the form live and ready for use.

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