Create and Import Form Templates in Library

You can create form templates in Library for your account or import them from existing projects or templates. Templates in Library help standardize your team's forms across your account. You can add templates to projects or project templates.

In this topic, you'll learn how to:

• Create Form Templates in Library
• Import Form Templates into Library

Create Form Templates in Library

1. In Account Admin, click Library in the left navigation.

2. Select the Forms card.

3. Click Create form template to open the form template builder.

   The process for creating a form template in the Library is similar to form template creation in the Forms tool, except the process is slightly different when setting permissions. Learn more about creating form templates

   Note: You can't set up section assignees in form templates in Library.

   

4. (Optional) Click the toggle to manage a form template's permissions from Library. Learn more about template permissions in Library

   If you don’t want to set permissions in Library, click Save to finish creating your template.

   

5. Confirm by clicking Enable.

6. Select the contributor collaboration mode, editors, reviewers, viewers, and managers as needed.

7. Click Save.

Import Form Templates into Library

You can import form templates from existing projects or templates into Library.

1. Click the arrow next to Create form template and select Import form templates.

   

2. Select an Autodesk Construction Cloud project or project template.

   Note: The list shows your first 200 projects sorted alphabetically by name. If you can’t find your project, edit the name to appear higher in the list. For example, start with a number, such as 1 - Migrate Form Template Project.

3. Click Next.

4. Select up to 50 templates. The form templates that you select will be added to Library with their existing names.

5. Click Import.