How to Create a Form Template?

Form Builder
You can create the form from the Builder tab by adding questions, project fields and task fields to it.
To read about how to build a form, click here.
Pro tip: You can add dynamic questions using the branching feature for questions with multiple choices.


This can also be exported as a CSV for further analysis.
Form Responses
The Responses tab lets you view all the form responses in a table format. The responses are grouped by the projects that they have been added to.
The columns for the tables are:
- Form Details
Mentions the project that the form template has been added to and the number of responses that have been recorded by the form users. - Due date
Mentions the due date for the form added to the task. - Assignees
Mentions the assignees that have been added to the task that has form template added. - Form Questions Fields
Mentions each question in the form and records the responses that have been added to the question. - Created By
Mentions which user has provided the form response. - Created on
Mentions the date on which the form response was created. - Updated by
Mentions which user has updated the form response. - Updated on
Mentions the date on which the form response was updated.
Form Automations
The Automations tab allows you to create a task in the project when a form is submitted. In case a task field was used in the form, the value will get automatically populated in the created task field.
Form Settings
Responses
Manage how many responses can be accepted from a single user.
- Accepts multiple responses
Used in cases where multiple responses are needed to be collected. For example, to collect employee details and crowd feedback.
- Accept only one response
Used in cases where only one response is required. For example, a hand-off. Response can be edited after submission.
Sharing
- Restricted
Only people logged in to your project can submit a response.
- Anyone with the link
Anyone with the form link can submit response.
Note: The responses submitted will be anonymous since theses users are not a part of the project.
Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.
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