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Creating a FormFlow Template

FormFlows allow you to build structured workflows that collect, route, and process critical business information. Whether you’re documenting supplier qualifications, internal audits, or training assessments, FormFlows help standardize and automate these efforts across your team.

Step 1: Navigate to the FormFlows App

  • Click the FormFlows icon from the side panel.
    • Note: Each user must have an active license to access the FormFlows App. Users without a license will not see the FormFlows icon or be able to enter the app.
Navigate to FF App_1
  • Ensure you're on the "Templates" tab.
Templates Tab_2

Step 2: Click “Create a FormFlow”

  • Click the "Create a FormFlow" card.
  • The FormFlow editor will launch in a new view.
Click Create a FF_3

Step 3: Name Your FormFlow

  • Enter a descriptive title and summary to clarify the purpose of the FormFlow.
Name FF_4

Step 4: Assign Template Permissions

  • Before adding steps, assign permission levels to control how users interact with this FormFlow:
    • Launchers = can launch new instances of the FormFlow
    • Editors = can edit new revisions of the FormFlow
    • Viewers = can view instances of the FormFlow
Assign Permissions_5

Step 5: Add Your Steps & Configure Launch Step

  • Enter info for Launch Step
    • Give it a name, description, and add any required fields.
  • Instance Display Name
    • To help distinguish instances after launch, you can now mark one field from your Launch Step as the Display Name.
      • During configuration, a checkbox will appear: “Use as Instance Display Name”
      • Only one field may be designated at a time
      • If you later select a different field, you’ll be prompted with a confirmation modal:
        • “The display name will be overridden. Do you want to continue?”
          Options: Continue or Cancel
      • Once selected, the chosen field’s value will appear as that instance’s Display Name in both the FormFlows Instances list and in BaseCamp.

Launch Step_6

Creating FF_Adding Display Name Field to Launch Step

  • Click "+ Add Step" to continue adding steps to reflect your workflow
    • Give each step a name, description, add any required fields, and assign any responsible user or group as the step assignee(s).

Add Step_7
End Step_8

Step 6: Save Your Progress

  • Use the "Save Draft" button located in the top right corner of the page as you build, to preserve changes along the way.
Save as Draft_9

Step 7: Finalize and Publish

  • Once finalized, click the "Publish" button located in the top right corner of the page.
  • The template is now active and ready to be launched by assigned users.

Publish_10

Additional Way to Create a FormFlow Template:

1. Click the Hamburger Menu icon in top right corner

2. Select "Create FormFlow Template" from dropdown menu

Hamburger Menu_Create New FormFlow