Creating a form template

• Click Edit Course

• Click Forms from the list of tools on the page
• Click New Form Template on the Manage Form Templates page.

• Enter a Name and Description.

• Click Save.

Note: You can only share form templates with org units below your current org unit; therefore, you cannot share form templates created in a course because it's the lowest org unit level you can create form templates in. 

Add a system field

• Click Add System Field.
• Select the Field Name you want to add.
• Click Add.

Add a custom field

• Click Add Custom Field.
• Enter a Field Name.
• Select the “Make this a required field” check box if you want to make this field a requirement.
• Choose the Data Type for the field.
• Fill in additional information based on the data type.
• Click Save.

Add a section header between fields.

• Click Add Section Header.
• Give the section header a Name.
• Select Show as a separator if you want a separator in your form template instead of displaying the section header name.
• Click Save.

Reorder fields

• Click Reorder Fields.
• Select a new position for a field using the Sort Order drop-down list beside its name. The positions of other fields adjust accordingly.
• Click Save.

Edit a field

Note:  You can only edit custom fields.

• Click the Edit icon for the field you want to edit on the Edit Form Template Contents page.
• Make your changes.
• Click Save.