Assign a Company Level Form Template to Specific Projects

Company Admins can assign a company level Form Template to one or more specific projects. This helps admins to determine which projects a Form is relevant for and assign it to those projects. Key highlights of this feature include:

• At the company level, all form templates are applied to all projects and all form templates are defaulted to “yes” for new projects to maintain the current state.

• At the project level, when a form template is unassigned from a project, the template is removed from the Create dropdown menu in the project's Forms tool. Any forms previously created using that template will remain fully visible and accessible within the project.

• Required User Permissions:

  • 'Admin' level permissions at the Company Admin tool.

1. Navigate to the Company Admin tool.

2. Under Tool Settings on the right side, click Forms.
   The Forms Settings page appears. The Templates tab is selected by default.

3. In the Templates table, do the following to assign a Form template:

   1. Identify the template you want to assign to one or more projects.

   2. Click the link under the Assigned Projects column in the corresponding row of the identified template.
      The Assign Templates to Projects screen appears, displaying the project names and their assignment status. It allows you to assign the form template to one or more projects. You can also search by project name or project number.

   3. Select the desired project (s) to assign the Form template.
      If you assign the form template to project templates, it will carry over when creating a new project from that template.

   4. Click Assign.
      The template is assigned to the specific project (s). The link under the Assigned Projects column in the corresponding row of the assigned template shows the count of assigned projects (out of total projects). For example, one of 22 projects.

   5. (Optional) Go to the project's Forms tool and check the Fill out Form dropdown menu.
      You can see the assigned default templates relevant to that particular project.
       Note: At the project level, when a form template is unassigned from a project, the template is removed from the Create dropdown in the Forms tool. Any forms previously created using that template will remain fully visible and accessible within the project.

4. To assign the template to new projects, do the following:

   1. In the Templates table, click Edit in the corresponding row of the desired template.

   2. Select the Assigned to New Projects checkbox and hit Enter.
      The Assigned to New Projects column displays "Yes" in the corresponding row of the template. This implies that the template appears by default for new projects created without a project template.

   3. (Optional) If you do not want to apply the assigned template to new projects, click Edit in the corresponding row to make the changes.