Creating a new FormTemplate

In Touchpoints, each Touchpoint has a Form. Each Form is based on a FormTemplate.

When creating a new Touchpoint, the user selects a Form for the Touchpoint, and when the Touchpoint is created, a Form object is also created for the Touchpoint.

FormTemplates are defined in Touchpoints and currently managed in a manual way.

The purpose of this page is to describe what is required to create a new Form Template in Touchpoints. The result being that users will be able to select the Form Template when creating a new Touchpoint to create an editable instance of a Form, based on that Form Template.

Example Form Templates include:

• A11
• Recruiter
• Open-ended
• Open-ended with Contact Information

---

Anatomy of a FormTemplate

A FormTemplate is used as template from which to create an instance of a Form from. The instance of the Form created is customizable, and belongs to a specific Touchpoint.

• shared Form layout - a common view layout that all Forms are displayed within
• Form display page example
• Form edit page example
• conditional validations on a Submission example

So, a Form must have:

• a Display Page
• an Edit Page
• backend Validations

and, by technical convention, a Form's fields must map to answer_01 - answer_02 in a consistent way in order to fulfill reporting requirements. Specifically, A-11 forms must map consistently to answer_01 - _07.