Form templates and custom schemas

Client Discovery & Project Briefing Portal

Open Form Templates

Use the administrator child menu to review system and custom template records.

Understand the Website system template

The installed Website form is protected and cannot be edited or deleted.

Understand the Custom Software system template

The installed software form is protected and cannot be edited or deleted.

Create a custom form template

Open the new-template form and provide name, slug, description, active state and valid schema JSON.

Complete template Name

Enter the public/admin label for the custom discovery form.

Complete template Slug

Use lowercase letters, numbers and underscores; reserved, system and duplicate slugs are rejected.

Complete template Description

Explain what the custom questionnaire collects.

Set template Active

Only active custom templates can be used by public start and request creation.

Write Schema JSON

Provide valid JSON defining sections and supported fields.

Use a text field

Define a one-line text input in the schema.

Use a textarea field

Define a multi-line response field.

Use a date field

Define a date input.

Use an email field

Define an email input.

Use a number field

Define a numeric input.

Use a select field

Define supported options for a select input.

Enable uploads in a section

Set the section upload flag to true where supporting files are required.

Edit a custom template

Open an eligible custom template and save validated changes.

Open or copy a template public link

Use the row Open/Copy actions for an active custom form.

Delete an unused custom template

Delete only a non-system template that is not referenced by existing requests.

Resolve template in-use protection

Archive/deactivate or retain templates that existing requests reference; the controller rejects deletion.

Resolve invalid schema JSON

Correct syntax and supported field definitions before saving.