Create Forms with Templates

About Form (+ Dashboard) Templates

Event management can be fast, furious, and unrelenting. To help, we have sample Templates that generate Forms → and in most cases, the Templates create the related Dashboards as well.

Pick an Event-related Template:

1. Issue Form & Dashboard

Typically, Issues generate the most Records and responses during typical events → so we'll start here.

A Surprising Bonus Dashboard
The Issue Template will automatically generate a corresponding Dashboard to match! And, you can customize any Form or Dashboards to fit your exact needs.

To create a new Issue Form:

Pick Forms
Select Create Form
Choose Issue
Click Confirm & Create

About the Issue Template

The Issue Template has five fields (A-E):

	Name	Field Type
A	Status	Progress Tracker
B	Issue type	Select
C	Location	Select
D	Description	Text
E	Attachments	File Upload

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2. Event Form & Event Controller

The Event Form Template also creates an Event Controller, complete with Event Markers, to make entering and managing events brilliantly easy.

To create a new Event Form:

Pick Forms
Select Create Form
Choose Event
Click Confirm & Create

About the Event Template

The Event Template has eight fields (A-H):

	Name	Field Type
A	Form name	Text
B	Event type	Select
C	Event name	Text
D	Event date/time	Date/Time
E	Event markers	Event Markers
F	Total attendees	Text
G	Event summary	Text
H	Event summary	Text

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3. Lost & Found Forms & Dashboards

Another Surprise — 2 Bonus Dashboards
The Lost and Found Template automatically generates two Dashboards — one for Items Missing and the other for Items Found.
The Dashboards can be filtered and compared to aid a swift return of any lost thing.

Create two Lost and Found Forms & Dashboards

To create new Lost & Found Forms (Items Found & Items Missing) and their associated Dashboards:

Pick Forms
Select Create Form
Choose Lost and Found
Click Confirm & Create

About the Report Missing Item Template

The Report Missing Item Template has the Form Name (A) plus 11 fields (B-L):

	Name	Field Type
A	Form Name	Text
B	Status	Progress Tracker
C	Date returned	Date & Related Field
D	Date closed	Date & Related Field
E	First and last name	Text
F	Phone number	Text
G	Email address	Text
H	Date item was lost	Date
I	Item type	Select
J	Item description	Text
K	Additional details	Text
L	Image	File Upload

About Report Found Item Template

The Report Found Item Form has the its Name (A) and 7 fields (B-H):

	Name	Field Type
A	Form Name	Text
B	Status	Progress Tracker
C	Date returned	Date & Related Field
E	Date disposed/donated	Date & Related Field
E	Item type	Select
F	Item description	Text
G	Found location	Text
H	Image	File Upload

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4. Person of Interest Form & Dashboard

Your Person of Interest Dashboard
The Person of Interest Template will automatically generate your Form and its corresponding Dashboard! You can make changes to both the Form and the Dashboard as you wish.

To create a new Person of Interest Form with a Template:

Pick Forms
Select Create Form

Choose Person of Interest

Click Confirm & Create

About the Person of Interest Template

The Person of Interest Template has 15 fields (A-O):

	Name	Field Type
A	Form Name: Person of Interest	Text
B	Photo	File Upload
C	Guest Type	Select Field with Shortcuts
D	First Name	Text
E	Last Name	Text
F	Phone Number	Text
G	Email Address	Text
H	Street Address	Text
I	Address line 2	Text
J	City	Text
K	State	Text
L	Zip Code	Text
M	Country	Text
N	Description	Text
O	Attachments	File Upload

5. Work Order Form & Dashboard

Your Work Order Dashboard
The Work Order Template will generate a corresponding Dashboard to match! You can make changes to both the Form and the Dashboard as you see fit.