Create a Form Template using the Template Builder

You can create a form template using the Template Builder in Autodesk® Build.

1. Navigate to the Templates tab in the Forms tool.

2. Click Create, and select Create template.

   

3. Select Build a new form and click Next.

4. Select a preconfigured template to customize or begin with a blank template. Click Next.

5. Give your template a name. You can also select a template type and add a description. You can later filter forms by template type, which is useful when your project has many forms.

   

6. Choose to toggle on Section assignees. This allows you to assign each section to a company, role, or member. Learn more in Form Sections and Assignees.

   

7. Depending on whether you chose a blank or preconfigured template, you can start customizing the titles, questions, type of responses, and more. To add a section, in the left panel next to Template overview, click the icon and select from the options.

   Learn more about the different types of sections and how to configure them in Form Sections.

   

8. To move a section, in the left panel, hover over a section name and hold the icon to the left of the section name. Drag the section to the desired location.

   Note: Basic Information and Weather (if added) must be the first two sections and Notes must be the last section.

   

9. To delete a section, in the left panel, hover over a section name, click the icon that appears to the right and click Delete.

   

10. If you see any red warning signs in the Template overview, there is missing required information in that section. Navigate to that section and you must complete the missing information before you can save the template.

    

11. When your template is fully configured, click Save.

    

12. Next, choose how contributors will use and submit forms created from your template and click Next. Learn more about each collaboration model here.

    Note: If you are using Section Assignees, you will not be asked to select a contribution model. By default, the form collaboration model is Collaborative.

    

13. Select editors, reviewers, and viewers and toggle any of the available options. Click Create.

14. Select companies, roles, or members to be Editors using the drop-down menu. Learn more about what each permission level can do.

    Note: If you are using Section Assignees, the editors will be the section assignees you selected previously. To adjust the editors, close the window and change the respective assignee fields. Then return to save the template.

    

15. (Optional) Turn on the Review permission and select companies, roles, or members to be Reviewers using the drop-down menu. This will turn on the In review status and add a step where reviewers must sign and approve the form before it can be closed. Learn more in Review Forms.

    Note: When Review is turned on, there must be at least one reviewer selected.

    

16. (Optional) Select viewers from the drop-down menu and turn on the ability for viewers to see forms before they're submitted.

17. Click Create.