--- title: "Configure Forms (R365 Training)" slug: "configure-forms-r365-training" description: "Configure form-type checklist items in R365 Training including field types and required settings." updated: 2026-03-30T15:27:02Z published: 2026-03-30T15:27:02Z canonical: "docs.restaurant365.com/configure-forms-r365-training" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure Forms (R365 Training) Forms are configured on the **Admin Checklists and Forms** **screen**. Forms are ad hoc checklists that support completion at any time. If a required completion timeframe is enabled, the form applies a recurring due date that resets after a specified number of days. > Updates to new and existing forms are automatically saved but not visible for users until the form is [published](/doc/docs/configure-forms-r365-training#preview-publish-forms). > This article covers Forms within [R365 Training](/doc/docs/employee-training). For information on [Forms](/doc/docs/forms-overview) in [R365 Task Management](/doc/docs/task-management), see the [Create a Form Template article](/doc/docs/create-a-form-template). --- ## Security Users must have at least one of the following permissions to configure forms: - Account Owner - Administrator (Company Admin) These permissions are granted in the user details of a user profile. Learn more about [managing R365 Training users](/doc/docs/managing-expandshare-users). --- ## Create or Edit a Form ****Create a New Form**** 1. From the **Admin page**, open the **Checklists & Forms page**. 2. Select the **Plus button** in the top right corner. 3. Select **Create Checklist & Form.** 4. Select **Form**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V7VFOI4W.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9DNKR8QH.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FGIKCGG2.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ****Edit an Existing Form**** 1. From the **Admin page**, open the **Checklists & Forms page**. 2. Select the **Menu button** for the desired form. 3. Select **Edit**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2VH9I0HW.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q0CVDOCD.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ****Duplicate an Existing Form**** 1. From the **Admin page**, open the **Checklists & Forms page**. 2. Select the **Menu button** for the desired form. 3. Select **Duplicate**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2VH9I0HW.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-B66VNG61.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) --- ## Configure Form Settings ****Set a Form Title**** The form title is visible to all users with access to submit or configure forms. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Navigate to the **‘Form’ section** at the top of the screen. 3. Enter the desired **Title**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1Q5S6N0L.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to the form title are automatically saved. The form must be published for changes to be visible for users. ****Set a** **Re****curring Due date**** Enabling a required completion timeframe adds a recurring due date that resets after a set number of days. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Navigate to the **‘Form’ section** at the top of the screen. 3. Enable the ‘**Require a completed by timeframe**’ setting. 4. Enter the **number of days** allowed for form submission after the previous due date. 5. Set the **start date** for the recurring due date window. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2RFT4PDE.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to the completion timeframe are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to take effect. ****Enable a Form for Select Locations (****Audience****)**** By default, forms are available for all locations. Forms can be limited to select locations through the ‘Audience’ setting. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Navigate to the **‘Form’ section** at the top of the screen. 3. Select the **Audience button**. 4. Select **Custom Audience**. 5. **Disable ‘Send to All Locations**’. 6. Select the **desired locations**. 7. Click **‘Select Roles’.** 8. Confirm the desired user roles. 9. Click **Publish**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8AV9BTSG.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-048KD168.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-36PN5OM7.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JAQ8WHJT.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ****Enable a Form for All Locations (Audience)**** By default, forms are available for all locations. Forms can be limited to select locations through the ‘Audience’ setting. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Navigate to the **‘Form’ section** at the top of the screen. 3. Select the **Audience button**. 4. Select **Custom Audience**. 5. **Enable ‘Send to All Locations’**. 6. Click **‘Select Roles’.** 7. Confirm the desired user roles. 8. Click **Publish**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8AV9BTSG.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-048KD168.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VRCNHBF4.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CLHN03VV.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ****Enable a Form for Select User Roles (Audience)**** By default, forms are available for all user roles. Forms can be limited to select user roles through the ‘Audience’ setting. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Navigate to the **‘Form’ section** at the top of the screen. 3. Select the **Audience button**. 4. Select **Custom Audience**. 5. Confirm desired location settings. 6. Click **‘Select Roles’.** 7. **Disable All Roles**. 8. Select desired **user roles**. 9. Click **Publish**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8AV9BTSG.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-048KD168.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EYJ8OGST.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-87YNWQQV.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ****Enable a Form for All User Roles (Audience)**** By default, forms are available for all user roles. Forms can be limited to select user roles through the ‘Audience’ setting. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Navigate to the **‘Form’ section** at the top of the screen. 3. Select the **Audience button**. 4. Select **Custom Audience**. 5. Confirm desired location settings. 6. Click **‘Select Roles’.** 7. **Enable All Roles**. 8. Click **Publish**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8AV9BTSG.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-048KD168.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EYJ8OGST.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-61VBN1VK.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ****Set Notified Users**** The users selected under ‘Notify on Submission’ will be notified each time the form is completed. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Navigate to the **‘Form’ section** at the top of the screen. 3. Select the **Notify of Submission button**. 4. Select the **desired users**. 5. Click **Save**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-445IPAMV.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ECRG6VK7.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) --- ## Configure Sections ****Add Sections**** Form sections are displayed as collapsible collections of form items. Sections can keep forms organized and can assist users with navigating long forms. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Select the section that the new section will be placed after. 3. Select **+Section**. 4. **Name** the section. 5. Configure section items. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MK72LI0D.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form sections are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Rename Sections**** 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Click the title for the section to enter edit mode, then enter the new title. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7Z9W06AD.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form sections are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Delete Sections**** Deleting a section will also **delete all child form items**. This action **cannot be undone**. It is recommended to deactivate sections with response history instead of deleting them. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Select the **desired section**. 3. Select the **trashcan.** 4. Confirm that the section and all of its child items should be deleted. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V705HSCE.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form sections are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Deactivate or Reactivate Sections**** When a section is deactivated, it is not displayed for users, but remains configured on the form. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Toggle the N/A setting for the desired section. 1. When N/A is enabled, the section and child items are **hidden**. 2. When N/A is disabled, the section and child items are **displayed**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HP38LIFB.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form sections are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Reorder Sections**** 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. **Grab the header** for the desired section. 3. **Drag** to the desired position. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2026-02-02_12-28-03.gif?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form sections are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. --- ## Configure Form Items ****Add Form Items**** 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Expand the section that the form item will be placed in. 3. Select the form item that the new form item will be placed after. 4. Select **+Item**. 5. **Name** the form item. 6. **Configure** the form item as needed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OWEC9SFI.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form items are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Delete Form Items**** Deleting a form item removes it from the form entirely. This action **cannot be undone**. It is recommended to deactivate form items that have response history instead of deleting them. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Hover over the desired form item, then select the trashcan in the header. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RSKW3CE9.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form items are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Deactivate or Reactivate Form Items**** When a form item is deactivated, it is not displayed for users, but remains configured on the form. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Locate the desired form item and expand its details. 3. Toggle the N/A setting in the bottom right corner of the item details. 1. When N/A is enabled, the form item is hidden. 2. When N/A is disabled, the form item is displayed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DIN23AV2.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form items are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Change Form Item Response Type**** The form item response type determines what users will input when completing the form. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Locate the desired form item and **expand its details**. 3. Select the **desired response type** from the dropdown menu. Available form item response types: - Checkbox - Yes/No - Short Text - Long Text - Information - Number - Single Select - Multi Select - Date - Date & Time ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G2995V60.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form items are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be live for users. ****Configure Single or Multi Select Form Items**** When the item response type for is Single Select or Multi Select, at least two response options must be configured. 1. Click **Add Option** to add new options. 2. Click the **trashcan button** to remove **unneeded** additional options. 1. Option 1 and Option 2 cannot be deleted. 3. Enter **option text** for all options. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BQ2WI8HX.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form items are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Set Form Item as Required**** 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Locate the desired form item and **expand its details**. 3. Toggle the ‘Required’ setting in the bottom right corner of the item details. 1. When ‘Required’ is enabled, the form **cannot** be completed without input. 2. When ‘Required’ is disabled, the form **can** be completed without input. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BBSFI3A4.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form items are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Allow Users to Add Media to a Form Item**** When media is enabled for a form item, users will be able to upload images and documents to support their response. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Locate the desired form item and **expand its details**. 3. Toggle the ‘Camera’ setting in the bottom right corner of the item details. 1. When ‘Camera’ is enabled, media **can** be uploaded. 2. When ‘Camera’ is disabled, media **cannot** be uploaded. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5MBLN4GA.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form items are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Allows Users to Add Comments to a Form Item**** When comments are enabled for a form item, users will be able to add comments to support their response. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. Locate the desired form item and **expand its details**. 3. Toggle the ‘Text Bubble’ setting in the bottom right corner of the item details. 1. When ‘Text Bubble’ is enabled, comments **can** be added. 2. When ‘Text Bubble’ is disabled, comments **cannot** be added. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9KPIEI2G.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form items are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. ****Reorder Form Items**** Forms can be reordered within their parent section or moved to other sections. 1. [Open the desired form](/doc/docs/configure-forms-r365-training#create-or-edit-a-form). 2. **Grab the header** for the desired form item. 3. **Drag** to the desired position. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2026-02-02_12-26-17.gif?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) > Updates to form items are automatically saved. The form must be [published](/doc/docs/configure-forms-r365-training#preview-publish-forms) for changes to be visible for users. --- ## Preview & Publish Forms ****Preview a Form**** **Form Configuration Screen:** 1. On the Form Configuration screen, click the eye icon to preview the form. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1HSSBV0S.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) --- **Checklists & Forms Screen:** On the Checklists and Forms screen, follow these steps to preview a form: 1. Select the **Menu button** for the desired form. 2. Select **Preview**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2VH9I0HW.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VLAEXCSC.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ****Publish a Form**** Forms are published from the Form Configuration screen. 1. **Edit** the desired form. 2. Select **Save**. 3. Select **Save and Publish**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I0CR3W8X.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z6PAUI8A.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ****Set a Published Form as Draft**** When set to draft, the form is unpublished and users will not be able to access it. 1. Navigate to the **Checklists & Forms screen**. 2. Select the **Menu button** for the desired form. 3. Select **Set as Draft**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2VH9I0HW.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4FLVCR6O.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A51Z&se=2026-11-10T18%3A09%3A51Z&sr=c&sp=r&sig=tV6djz5CHjwJu81%2FNxFgKErEAt76UdxTCbhf5it6YBI%3D)