1. The form template has to be first created on the Portal and then it is created in the Project. The user needs to click on the name tab on portal. It open a pop up. Click on icon of settings for the Portal.

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  1. It opens the settings page. On the sidebar click on ‘Form Template’ after scrolling down.

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  1. It opens the form template. First the type of the Form Template has to be created, click on the Type tab on the toolbar.

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  1. After clicking on Type, click on Create. A dialogue box appears as shown, fill in the Type name and description, then Create.

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  1. Then click on Template button and click on Create. The dialogue box with 3 placeholder text boxes appears on the screen. Fill in the details and lastly select the Template type by selecting from dropdown. Finally click on Create and template would be created.

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  1. After the template is created it is shown in the row format. Click anywhere on the row to open the template.

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  1. This opens a new page, with the name of the template on its top. Click on the Add Section on the toolbar, it opens a dropdown

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  1. The dropdown shows 4 options for different sections to be included in the form.

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a. When user clicks on Add Blank Section, it creates a Section titled as Section-1. The toolbar has two icons on the right. On clicking the arrow, it shows the details of the section. The three dots opens a dropdown in which the ‘Add Section to Library” implies that this section is available from the usage for other templates.

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Now different fields can be created on the basis of the need. Click on ‘Create a Field’. A dropdown opens with various options

Single line gives placeholder for a single line of description, multi line if multiple lines are needed Single Select creates options in which only option can be selected, multi select if the user wants to select more than one option. For numerical entry in the form field, number option can be selected. All the subsets available in the Look Up option can only be used once. if the date/time needs to be asked in the form then there is suitable option for that as well. If the user wants file to be uploaded in the form then there is File Upload option available for which the file can be uploaded from the computer when another person is filling out the form.