Import Questions from Template

You can quickly add questions by importing pages, sections, and questions from existing forms.

To import pages, sections, or questions from the template:

  1. In the My Forms screen, click Create New and select Create Manually.
    or
    Select the existing form and click Edit Form on the right-side window
  2. In the Form Details screen, update the details like Form Type, Form Name, Description, Plant, Tags, Notes and Attachments, & Additional Details.
  3. Click Save & Next.


  4. Click the Import Questions button.
  5. In the Import Form window, click the Forms tab.
    Figure 1. Import Questions Window


    Note: To import questions from the template, click the Templates tab. For more information, see Import Questions from Template.
  6. Select the form from the list.
  7. Select the whole page, whole section, or individual questions and click Use.
    Figure 2. Import Questions
    A pop-up with create a new page/section or import to the current page/section appears.
  8. Select Add as new page or Add to existing page option.
  9. Click Import.
    Questions imported successfully message appears.