Skip to main content

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

  1. Open the menu and go to Forms.

  2. Click Create on the top-right corner.

  3. Select Using Template.

  4. View the available template categories such as:

    • Other Industries Form

    • Sales Form

    • Education Form

    • Human Resources Form

    • Marketing Form

  5. Choose a required template and click Use Template.

  6. Review the form structure created from the template.

  7. Edit the form fields if required (add, remove, or modify fields).

  8. Click Save to save the form as a draft.

  9. After saving, the form appears in the Forms list with Build Form completed.

  10. Open the saved form and select Add Users.

  11. 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

  12. Click Save to keep the form editable, or Save & Publish to publish the form.

Note:

  • Once a form is published, it cannot be edited.

  • Saving without publishing allows you to return and edit later.

5. User View

If the form is assigned to users, it appears on the Home page.

  • Users scroll down on the Home page.

  • Forms are visible under the Forms section.

  • All assigned forms are listed in this section for easy access.

6. Reporting

  • Form responses can be viewed after the form is published.

  • Reports and responses are accessible from the Manage section of the form.

  • Downloaded responses are available once users start submitting the form.

7. Best Practices

  • Review and finalize all form fields before publishing

  • Use templates to maintain consistency across teams

  • Assign users carefully before publishing to avoid rework

  • Save the form as draft if further edits are expected

Q: Can I edit a form after publishing?
No. Once published, the form cannot be edited.

Q: Where can users find assigned forms?
Users can find assigned forms on the Home page under the Forms section.

Q: Can I add users after publishing?
Yes. Users can still be added after publishing.

Q: What actions are available after publishing?
You can add users, unpublish, clone the form, view reports, and download responses.

9. Version Notes

Last Updated: 09 Jan 2026

Back to top