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Creating a new FormTemplate

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Ryan Wold edited this page Jun 17, 2019 · 6 revisions

In Touchpoints, each Touchpoint has a Form. When creating a new Touchpoint, the user selects a Form for the Touchpoint, and when the Touchpoint is created, a Form object is also created for the Touchpoint.

The Form object is created based on a Form Template. Form Templates are defined in Touchpoints and currently managed in a manual way.

The purpose of this page is to describe what is required to create a new Form Template in Touchpoints. The result being that users will be able to select the Form Template when creating a new Touchpoint to create an editable instance of a Form, based on that Form Template.

Example Form Templates include:

  • A11
  • Recruiter
  • Open-ended
  • Open-ended with Contact Information

Anatomy of a FormTemplate

  • form display layout
  • form edit layout
  • conditional validations on a Submission
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