Form Templates and Set Templates

Every form and set starts as a template. You can view all of your form templates and set templates from the dashboard on Deepapplications.com. When you finish creating a template you can make a published copy that can’t be changed. The published forms can then be assigned to users for submission.

Form templates can be created from the dashboard or the Deep Forms add-on but the contents of a form can only be edited from the add-on. You can only create and edit set templates from the set templates dashboard.

Contents

Form Templates

Form templates are draft versions of forms that can be edited, connected to documents, and added to sets.

Create a Form Template
To create a new form template:
  1. Go to the Form templates dashboard.
  2. Click the Create form button.
  3. Enter a new form name.
  4. Click the Create button.

You can also create new form templates from the Deep Forms add-on for Google Docs (see the add-on guide).

Edit a Form Template

To edit the contents of a form template you must use the Deep Forms add-on. If you create a new form template from the dashboard it will be an empty form. Using the Deep Forms add-on you can connect form templates to documents and then edit the contents of the form.

Publish a Form Template

Publishing a form template will make a final copy of the form and connected documents. You can continue to edit the form template but it will not affect any published copies of the form. Published forms can be viewed in the Published dashboard.

A new folder in your Google Drive will be created and connected documents will be copied to it. It is highly recommended that you do not modify these documents because the published forms connected to them can’t be changed. You can safely move these published documents by dragging them to another folder on your drive.

Lifecycle diagram
To publish a form template:
  1. Go to the Form templates dashboard.
  2. Click the form template you want to publish.
  3. Click the Publish button and wait for publishing to finish.
Preview a Form Template
To preview a form template:
  1. Go to the Form templates dashboard.
  2. Click the form template you want to preview.
  3. Click the Preview button.
Delete a Form Template
To delete a form template:
  1. Go to the Form templates dashboard.
  2. Click the form template you want to delete.
  3. Click the Delete button.
  4. In the pop-up window, click the Delete button to confirm you want to delete the form.

Set Templates

Set templates are used to group together related form templates. When multiple forms are connected to a single document you must put the forms in a set. Sets allow you to generate all the documents connected to the forms in the set at once. Forms do not have to be connected in any way to use sets. You might want sets of related forms to generate their documents together for better organization.

Set diagram
Create a Set Template
To create a set template:
  1. Go to the Set templates dashboard.
  2. Click the Create set button.
  3. Enter a new set name in the pop-up window.
  4. Click the Create button.
Connect or Disconnect Form Templates in a Set Template
To connect and disconnect form templates:
  1. Go to the Set templates dashboard.
  2. Click the set template you want to rename.
  3. Click the Manage set button.
  4. In the pop-up window you can click the Add button for any of the forms listed on the left. This will add the form to the set.
  5. Click the X next to any forms list on the right side to remove them from the set.
  6. Click the Apply changes button when you finish making any changes.
Rename a Set Template
To rename a set template:
  1. Go to the Set templates dashboard.
  2. Click the set template you want to rename.
  3. Click the Rename button.
  4. In the pop-up window enter a new name.
  5. Click the Rename button.
Publish a Set Templates

Published sets can be viewed in the Published dashboard.

To publish a set template:
  1. Go to the Set templates dashboard.
  2. Click the set template you want to rename.
  3. Click the Rename button.
  4. In the pop-up window enter a new name.
  5. Click the Rename button.
Deleting Set Templates
To delete a set template:
  1. Go to the Set templates dashboard.
  2. Click the set template you want to delete.
  3. Click the Delete button.
  4. Click the Delete button in the pop-up window to confirm that you want to delete the set.