Form templates

Directors use Organization > Forms to create reusable structured forms, for example a checkout checklist or contractor completion record. Users then complete them on records.

Create a template

1. Give the form a recognizable title.
2. Select the resource types that may use it: Contact, Listing, Letting, Inspection, Work order, Offer, Viewing, or Appointment.
3. Add fields with clear labels, descriptions, types, and required/optional settings.
4. Save the form.

Available field types match the custom-field types, including text, number, checkbox, dropdown, and dates. A dropdown needs 2 to 20 distinct options.

Change a template

A form’s resource types, an existing field’s type, and its dropdown options cannot be changed after creation. You can maintain the form’s other editable content and fields for future use.

Later changes to a template, including deleting it, do not change forms already created on records.