To create new Form Template Groups, from the Form Template Group dashboard, click the Add button in the upper right corner.

From the Add New screen, enter the name of the Group and click Create.

From the Form Template Group dashboard, click the Edit pencil icon next to the Group you wish to edit.

From the Edit screen, you update the Name, Rank, Version, and Icon fields.

The Rank, Version, and Icon fields are only used for legacy content and may not reflect on your Form Templates.

The Form Template Settings area is where you decide on the level of detail visible on a form in the Linked To section.
Below are all available options for Job and Work Orders.

The Actions area of a Form Template provides a quick way to mark a template as a Favorite.
It is also where you can Duplicate, Export, Edit, and Delete a form. 

The Info tab of a Form Template provides high-level detail of the template. 
See below for specific details of useful fields.

1. Information 

Name: 
This is how users will find and see the Form in Prestartr.

Created By: 
This is the name of the user who created the template.

Linked To: 
This is the Prestartr Module that the form template is linked to - determining information it can access.

Notify Users on Creation or On State Change: 
If enabled, will send a notification to users when the form is created or changed.

2. Template Group: 
This will display all Groups that are assigned to this Template.

3. Form PDF Export: 
This will display the Label Width setting for this specific for when exported as a PDF.

The Fields tab of a Form Template is where the actual elements of the form are listed.
Each element will have an ID, Name, Position (1) , Type, and Label (2).

The Forms tab of a Form Template will display the forms created from the template.

It includes the Name, Date Created, Created By User, Linked Table, Linked Entity, Status, as well as the View icon. 

1. Date Created:  Highlighted by default - you can click up/down arrows on each column to sort the list of Forms.
2. Status: The form status is listed here - a quick way to see if something is waiting to be finalised.
3. Quick View: Click the magnifying glass icon to view the attached form.

The Workflows tab of a Form Template is where you view and add Workflows to your Form.

1. Previous State > Next State: 
   This describes the Status that the form will transition from, should it meet the requirement.
   1. This form, saved as a Draft, will be moved to the Submitted status when the Submit button is clicked.
   2. This form, when Submitted, will move to the Approved status when Approve  button is clicked.  
2. Actions: 
   This is where you can Edit via the pencil icon or Delete a Workflow via the rubbish icon.
3. Add New:
   This is where additional Workflows can be created.

For more details on adding or editing a Workflow, see Add a Workflow to a Form Template.

The Tabs section is where you control what tabs are available to the form when being viewed in the Office interface.
These tabs can be linked to specific form templates, making them areas where those forms are collated in one place.

The Register tab of the Form Template is where you create and manage the Training Record Register for this form - controlling what fields are displayed when exporting the form as a Register.

1. Add/Edit:
   This is where you add or edit the fields that will be visible on the form when exported as a Register.
2. Register Details:
   When adding a register to a form, you create named fields that are linked to specific parts of the template. 
3. Register Size:
   This determines the size of the column width when exporting the Register to a CSV.

See Manage a Form Template Register for more details.

The Display tab of a Form Template is where you setup what critical information will display when this form is added as a Subform.

The Mail tab of a Form Template is where you setup the details for sending email notifications about this form.

1. Edit: 
   Click the Edit pencil to add or edit information in the Email Details, Mail To, or Defects Details sections.
2. Email Details: 
   This is where you record the email Subject, Body, and Reply To. 
   You can also select which Workflows send the email.
3. Mail To: 
   This is where you select specific form fields from the template to be included in the email.
4. Defects Details:
   This dropdown is where you select the User who will be notified for any Defects related to this form template.

Email Notifications & Sharing Video Guide

The Sharing tab of a Form Template is where you enable or disable the functionality of sharing the form with 3rd Party individuals through a unique web address. This is useful for enabling Subcontractors who do not have access to Prestartr to record relevant information on forms such as your Site Diary or Prestarts.

1. Enable/Disable: This button will say Enable if sharing is disabled or has never been enabled. While active it will say Disable Sharing.
2. Public URL: When marked as shareable, the template will generate a unique URL to the form. Use this to provide access to the form.
3. Email - Update Emails - Bulk Generate URL: This is where you enter the email addresses of those you want notified when the form is submitted by a 3rd party as well as Bulk Generating URLs for Plant - this is how you link a Prestart or other form to a plant directly, preventing exposure of information to public users.

Email Notifications & Sharing Video Guide