Create a Form - Using a Template

Overview

Open Manage Forms, click Create Form, then select Use a Template.

Using a Form Template

Templates provide a ready-built set of fields and the correct Usage and Type for their workflow.

Choose Internal or External to filter the template library. Internal forms require a signed-in Astalty user. External forms can be completed by anyone with the link.

Selecting a Template

Use Preview to inspect a template, or Use Template to create your own unpublished copy in the Form Builder. The available templates can change as Astalty adds workflows to the library.

Templates include their workflow-specific system fields. For example, the Participant Referral Form creates entries in Referrals, and incident templates create entries in Incidents. You can add and edit ordinary fields, but system fields cannot be removed.