The Form Templates list
The Templates list is your central hub for all form templates in your tenant. From here you can see every form that's been created, check its status, and open it to make changes.
To get there, go to the Receive module and click Templates under Form management in the secondary navigation.
Each row in the list shows the following:
| Column |
What it shows |
| Id |
The unique system ID for the template. Clicking the ID number opens the template directly. |
| Code |
The short reference code assigned when the form was created — used for integrations and API references. |
| Name |
The display name of the form template. |
| Enabled |
A tick indicates the form is active and available to users. No tick means the form is disabled. |
| Created by |
The email address of the user who created the template. |
| Date created |
When the template was first created. |
Filter and sort the list
Use the controls at the top right of the list to narrow down what you're looking at:
- All categories — filter to show only forms belonging to a specific category.
- All statuses — filter by enabled or disabled status.
- Filter — apply your selected filters to update the list.
You can also sort the list by clicking any column header. The list is paginated — use the Page Size control and the First, Prev, Next, and Last buttons to navigate between pages.
Open a template
To open a form template, click either the ID number in the first column or the edit icon on the right-hand side of the row. Both take you into the template editor.
Once inside a template, four tabs give you access to all configuration areas:
| Tab |
What's here |
| Details |
Core settings — the form name, code, category, access mode, authentication, prefill data settings, and Save and Resume options. |
| Actions |
Automated triggers that fire when a form event occurs — such as sending a notification or pushing data to an external system on submission. |
| Template |
The form builder. Contains the Form Designer (drag-and-drop canvas), Test Form, Form Logic, and JSON Editor. This is where you build and preview the form itself. |
| Custom HTML/Javascript |
Template-specific CSS, header HTML, footer HTML, and JavaScript that apply only to this form. |
Inside the Template tab
The Template tab has its own set of sub-views accessible from the secondary tab bar:
| View |
What it's for |
| Form Designer |
The drag-and-drop canvas where you build the form. Includes the Toolbox of question types, page management, Form Settings, and Options. Toggle between Simple mode and Advanced mode to access additional features like Form Logic. |
| Test Form |
A live preview of the published form. Use this to check how the form looks and behaves before sharing it with users — including testing logic rules, prefill data, and completion messages. |
| Form Logic |
The central view for all conditional logic rules on the form. Available in Advanced mode only. |
| JSON Editor |
A direct view of the form's underlying JSON structure. For advanced users who need to inspect or edit the form definition at the code level. |
Save vs Publish: Inside the template editor, Save stores your changes as a draft without making them live. Publish makes the current version of the form available to users. Always save before publishing, and use Test Form to review your changes first.
From the Templates list you can get to any form quickly — whether you need to update the design, adjust access settings, add an action, or check that everything's working as expected before users see it.
