Templates are built at Admin → Forms → Add new template. The builder is a single scrolling column with a slide-over for each element.
Builder layout
Back link (top-left) — "All templates" or "All shared forms" depending on scope.
Inline-editable name + description — click either to edit. Both have a dashed underline as a hint.
Element count + last-saved — "N elements · last saved Xm ago".
Add new element button (top-right, primary).
Element list — drag-handle on each row, reorderable.
Sticky bottom bar — "There are unsaved changes…" with Save changes / Cancel, appears only when something has changed.
Element types (18 total)
Layout-only — Section heading, Section text block (rich-text), Picture (embedded image with no input).
Text inputs — Short text, Long text, Formatted text (rich-text editor).
Pickers — Single choice, Multi choice, Yes or no (with auto-comment box), Range slider (1-10 / mood).
Dates and times — Date picker, Time picker (with optional range).
Interactive — Body-map (click body diagram), Signature pad.
Uploads — Single image, Multi image, Single document, Multiple files.
Note — There is no dedicated numeric input type. For numbers, use Short text. There's no min/max length validation either — only the Is required toggle.
Per-element editor
Click any element row to open the editor slide-over (right side, ~half screen). Fields:
Element type — dropdown to change type after creation.
Title (or "Content" for text-block) — required.
Description — optional helper text below the question.
Type-specific fields — placeholder, available choices (for choice/multichoice), default value, time range toggle, range min/max, etc.
Is required toggle.
Show only when — conditional logic. Pick another question, an operator, and (if needed) a value. See Conditional questions.
Help information — extra hint shown to the user.
Remove element — outline button, turns red on hover.
Saving and publishing
There is no draft state — once you save changes, the template is live. Newly-created templates have no elements so they're effectively invisible until questions exist.
Heads up — There is no built-in preview mode in the builder. To test the assignee experience, save the template and open Complete form yourself from a test area. There's no way to preview without saving.
Other configuration cards on the builder page
Form Sharing (shared templates only) — see Sharing templates.
Notification Settings — see Notifications.
Linked workflows — pre-built workflow templates contextual to the form (e.g. severity escalation).