Assign a Form Template to a Project

You can assign form templates that were created in a business unit to one or more projects belonging to that business unit.

Assigning a form template to a project makes the form available on a device that is set up for the project. The form can then be viewed in the View Forms/Task Report for that project as well.

Once a form template is assigned to a project, form template properties can be edited, but questions in the form cannot be added, edited, or deleted.

Fastpath: Project Setup > Assign > Form Templates
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  2. Select Project Setup > Assign > Form Templates.
  3. (Optional) In the Project Setup - Assign - Form Templates screen, use the Search pane to find the form template you want to assign to the project.
    1. Enter search criteria.
    2. Select the Business Form Template check box.
    3. Click Search.
  4. In the Business Forms pane, select the check box for each form template you want to assign to the project.
  5. Click .
  6. (Optional) In the Default Location field on the Assign Business Forms window, click to select the default location for the form on the project, and then click Apply.
  7. Click Save.
The form is now assigned to the project, and the form will be available on project devices once the devices are synced.