How do we create a form with Templates

1. Overview

Creating a form using templates allows admins to quickly build forms in Bsharp Converse by using pre-defined structures. Templates help standardize form creation across different use cases while allowing edits before the form is finalized.

2. When to Use

Use this option when:

You want to create a form using an existing structure
You need standard forms for sales, HR, education, or marketing use cases
You want to avoid creating forms manually from scratch
You want to edit a pre-built form before assigning it to users

3. Concepts

Forms – Data collection items created for users
Templates – Pre-built form structures available by category
Form Categories – Groupings such as Sales, Education, HR, Marketing
Form Builder – Editor used to review and modify the template
Save – Action used to store the created form

4. Set Up Guide

Open the menu and go to Forms.
https://converse.bsharpcorp.com/form_builder
Click Create on the top-right corner.
Select Using Template.
View the available template categories such as:
- Other Industries Form
- Sales Form
- Education Form
- Human Resources Form
- Marketing Form
Choose a required template and click Use Template.
Review the form structure created from the template.
Edit the form fields if required (add, remove, or modify fields).
Click Save to save the form as a draft.
After saving, the form appears in the Forms list with Build Form completed.
Open the saved form and select Add Users.
Add users using one of the following methods:
- Individual Users – select and add specific users
- By Attributes – select attribute groups or create new attribute rules
Click Save to keep the form editable, or Save & Publish to publish the form.