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New Templates

Create a new template from the Templates tab by clicking add new, naming the form, choosing the FormWorks or PDAS type, setting the Location for the district or selected campuses, and dragging fields onto the form.

Helpful Tips

  • From the Templates tab, click the green "add new" plus sign, name the form, and choose the FormWorks or PDAS type (your name auto-populates).
  • Choose whether the template needs an approval path (Yes or No).
  • Use the Location drop-down to set access for the entire district or selected campuses.
  • Drag fields onto the form, then hover over each field and use the Settings icon to add its content.

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