---
title: "Forms: templates and the form designer"
url: "https://ensights.productfruits.help/en/article/forms-templates-and-the-form-designer"
language: "en"
last_updated: "2026-08-25T10:36:16.812Z"
---

# Forms: templates and the form designer

Build the checklists and reports your technicians fill in on site — settings, the component palette, and how a form reaches a job.

*Operations → Forms → Templates*

## What forms are for

A form is a structured record filled in by a person, usually on site: a commissioning checklist, a safety inspection, an annual maintenance sheet, a customer sign-off. Attaching one to a service call is how you turn "the technician visited" into evidence you can search, export and show a customer.

![The form template library with name, creator and update dates, and Legacy badges.](https://cdn-assets.productfruits.com/f8466b15-be4c-46c1-9ad9-03215e08650c)

*The template library.*

## The template library

Columns are **Name**, **Created By**, **Created At** and **Updated At**, with search and the column picker. A **Legacy** badge marks templates built in the older editor — see the note below.

The row menu offers:

-   **Design** — open the builder.
-   **Edit** — the form's settings.
-   **Duplicate** — the safe way to change a form that is already in use: copy it, edit the copy, and leave submitted results attached to the original.
-   **Delete**.

## Creating a form

![Form settings: name, font, RTL, lock form design, allow results edits and hide logo.](https://cdn-assets.productfruits.com/f74eadf5-18d8-43bf-82dc-6f894bbe3862)

*Form settings, configured before you build the fields.*

-   **Form Name** — the display title and identifier.
-   **Choose Font**.
-   **RTL** — renders right-to-left for Hebrew, Arabic and other RTL languages.
-   **Lock Form Design** — prevents field layout and styling changes after the form is published. Switch this on once a form is in real use, so a well-meaning edit cannot invalidate a run of submissions.
-   **Allow Results Edits After Submit** — lets respondents return and correct their answers.
-   **Hide Logo** — removes the enSights branding from the bottom of the form, for customer-facing documents.

## The designer

![The form designer with the component palette, canvas and structure panel.](https://cdn-assets.productfruits.com/59ef331a-e856-45ae-805c-132a11d6c792)

*The form designer: component palette on the left, canvas in the middle, structure on the right.*

Three tabs run across the top — **Design** to build, **Preview** to see what the technician sees, and **Test** to try a submission — with undo and redo.

Components are grouped by purpose:

-   **Input** — Text field, Text area, Number, Date time, Expression (a calculated value), File picker, Range, **Signature**.
-   **Selection** — Checkbox, Checkbox group, Radio group, Select, Tag list.
-   **Presentation** — Text view, Image view, Table, HTML view, Document preview, Spacer, Separator, Page Break.
-   **Containers** — Group, **Dynamic list** (a repeating block, for "one row per inverter" checks), iFrame.
-   **Action** — Button.

The right-hand panel shows the form's structure and identifier, and its sections. Signature plus File picker is the combination that makes a form stand up as a site record: the photographs and the sign-off travel with the answers.

## A note on legacy forms

Older templates open with a banner: *This form uses the legacy editor (frozen). No new features are added here. Convert it to the new engine to author with AI and the structured editor.* Legacy forms keep working, but new capability only lands in the new engine — so convert a form when you next need to change it substantially.

## How a form reaches a job

On a service call, **Attach Forms** adds one or more templates. The technician completes it as part of the job, and the completed answers land in **Forms → Results**, linked to the system.

## Common tasks

**Build an annual maintenance checklist.** New Form → name it, set RTL if needed → Design → drop in checkboxes for the inspection points, a Dynamic list for per-inverter checks, a File picker for photos and a Signature at the end → Preview → Test.

**Change a form already in use.** Duplicate it, edit the copy, and attach the new version to future service calls.

**Protect a form in production.** Turn on *Lock Form Design*.

**Produce a customer-facing report.** Turn on *Hide Logo* and use Text view and Image view components to lay the document out.

## Common questions

**Can I edit a form after submissions exist?**  
You can, but existing results were captured against the old structure. Duplicating is safer.

**What is Expression for?**  
A calculated field — a value derived from other answers, such as a total or a pass/fail.

**Where do completed forms go?**  
Forms → Results, with the system and submitter recorded.