Import Questions from Template

You can import sections and questions from the template to create a form quickly.

To import questions from the template:

  1. Expand Forms and select My Forms section.
  2. 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.

  3. In the Form Details screen, update the details like Form Type, Form Name, Description, Plant, Tags, Notes and Attachments, & Additional Details and click Save & Next.


  4. Click the Import Questions button.
  5. In the Import Form window, click the Templates tab.
  6. Select the template from the list.
    Figure 1. Select Template


    Note: You can do fuzzy search or search the templates associated with the tags. For example, Inspection.
  7. Select the whole section with questions and click Use.
    Figure 2. Select 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.