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Tutorial

Find and favourite a form

Find an available template and favourite it for quicker access from the list and dashboard.

Mobile app

Forms > Templates lists the templates available to you. Search matches titles and descriptions.

Favouriting a template sorts it to the top of the list and puts it first in the dashboard's Forms row. It does not give you access to a template you could not already use.

Filling one in is covered in Fill out a form.

  1. Step 1

    Browse the templates

    Open Forms > Templates. Favourites sort first, then everything else in the order your organisation has set, then by title.

  2. Step 2

    Search for one

    Enter part of the title or description, and check the result is the template you want. Clear the search if nothing matches.

  3. Step 3

    Favourite it

    Tap the empty star beside the template and check it fills in. Tapping a filled star removes the favourite.

  4. Step 4

    Check the list and the shortcut

    Clear the search to see it sitting above the rest, then go back to the dashboard. Its Forms row shows up to five templates — favourites first, then ones you used recently. Tap the template to start a response, and check its title first.

  5. Step 5

    Other ways in

    Favouriting is one route. The full template list and the search box both stay available, and the web dashboard has its own Forms > Form Templates view.

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Find and favourite a form - Read and Respond