---
title: "Create a Form Template"
slug: "create-a-form-template"
description: "Build a form template in R365 Forms by adding sections, choosing component question types, and configuring template settings."
updated: 2025-08-26T19:47:46Z
published: 2025-08-26T19:47:46Z
canonical: "docs.restaurant365.com/create-a-form-template"
---

> ## 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.

# Create a Form Template

Form templates are created on the [Forms page](/doc/docs/forms-overview). Form templates must be created in order for forms to be completed.

---

## Security

Only users with the appropriate permissions can create and edit form templates. The Forms permissions include the following:

- Administration → Form Templates → Edit Form Templates
- Administration → Form Templates → Create Form Templates

Add-onThis feature is an add-on. Contact your Sales Representative to learn how to add this feature and enhance your R365 experience.

---

## Create a Form Template

To create a new form template, navigate to the **Forms page,** then click the **Build a New Form Template** tile.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5BQ4LXRR.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

---

## Form Template Builder

The form template builder can be broken up into the following sections:

- [Header](/doc/docs/create-a-form-template#header)
- [Form Components](/doc/docs/create-a-form-template#form-components)
- [General Information](/doc/docs/create-a-form-template#general-information)
- [Security Access](/doc/docs/create-a-form-template#security-access)
- [Auto Send Submitted Forms](/doc/docs/create-a-form-template#auto-send-submitted-forms)

### Header

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ID0E4OD6.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Form Template Name | The name of the form template. This will be updated as the **Name** field in the General Information section is updated. ![A close-up of a computer screen Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-a-form-template-image-y4nqv5lf.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D) |
| **2** | Preview Form | Allows the user creating the form template to view the form as it will appear to users completing the form. This can be used to ensure that the form is as it should appear. Users can exit the preview by clicking **Exit Preview Mode** at the top of the page.![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NF6M4462.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D) |
| **3** | Save | Saves the form template and its most recent changes. |
| **4** | Form Template Option Menu | Contains the following actions: - **Use Template -** Opens the form from the form template to complete. - **Import Template** - Opens the [Import Form Template window](/doc/docs/import-a-form-template). - **Export Template** - Exports the template as a .csv file. - **Duplicate** - Creates a copy of the form template. - **Print** - Prints the form template as a completable form. - **Delete** - Deletes the form template. |
| **5** | Close | Closes the form template builder. If changes made to the form template have not been saved yet, users may be prompted to save or discard the changes. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MOZYDA8Q.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D) |

### Form Components

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2A4OFR8R.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Components | List of available form tasks or components to add to the form. To add a component to the form, click a component to add it to the next available question position on the form. Users can also click, hold, drag and drop the component into the desired position on the form. The component selected will determine the user requirement when completing the form. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-a-form-template-image-0yrxgml6.gif?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D) |
| **2** | Add Question/ Task | Adds a new form component or task to the form. When clicked, a new component will be added. The default component that is added is Checkbox. However, users can change the form component using the component dropdown as needed. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-a-form-template-image-l76uybg3.gif?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D) To add a new task after, users can click the +Add Task button or use the keyboard shortcut (Shift + Enter) when a task is selected to add a new task. |
| **3** | Import Template | Opens the [Import Form Template window](/doc/docs/import-a-form-template), which allows tasks to be imported via a .csv file. |
| **4** | Add Section | Adds a new section to the form. Sections can be used to section off the form components or organize the form tasks. Sections can be named in a way that best reflects the tasks that are grouped beneath it. ![A close-up of a computer screen Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-a-form-template-image-w2hxd7l8.gif?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D) |

### Component Types

Users can select from the following components:

| Checkbox | Requires users to check a checkbox. > Checkboxes cannot be required. To require a checkbox, convert the component type to ‘Yes/No’ |
| --- | --- |
| Yes/No | Requires a selection of either Yes or No options. |
| Short Text | Requires a short typed answer. |
| Long Text | Requires a longer-form typed answer. |
| Single Select | Requires the selection of one option from the available list. |
| Multi Select | Requires the selection of one or multiple options from the available list. |
| Dollars | Requires a number that represents a dollar amount. |
| Number | Requires a number. |
| Percentage | Requires a number that represents a percentage. |
| Temperature | Requires a number that represents a temperature. |
| Date | Requires the selection of a single date. |
| Date Range | Requires the selection of a start date and an end date. |
| Date & Time | Requires the selection of a date and a time. Both AM and PM times are available in 15 minute intervals. |
| Attachment | Requires that one or more files be uploaded. |

### General Information

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EZ45LK60.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Name | Name of the form template. |
| **2** | Location(s) | Location(s) that the form will be made available. Only the location(s) selected in this field will be able to utilize the form template. |
| **3** | Require Location Selection Checkbox | Enables or disables the requirement to require the location selection. When checked, users must select a location for the form before completing the form components. When unchecked, the location selection will not be required. |
| **4** | Category | Category that the form is associated with. Categorizing forms allows users to know what area of the organization the form pertains to. This field is optional. The categories include the following: - In-Store Operations - Above-Store Operations - Workforce - Accounting - Human Resources - Information Technology - Other |
| **5** | Description | Form description. |

### Security Access

The Security Access section gives a summary of the form template's permissions. This details the access that users have to the form. The summary can be edited by clicking **Manage Security Access** at the bottom of the section.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9PKNL7PA.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

The Security Access manager allows users to edit the security access. Users can manage who can view and use the form template.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8CIZD6C1.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

Users can elect to allow anyone to access the form/form templates or restrict access based on users or user roles. The following security access can be managed:

- Who can **view** and **use** the form template
- Who can **edit** the form template
- Who can **view the forms** created from this template by other users
- Who can **edit forms** created by other users

From this section, users can also elect whether or not the form allows for resubmissions. When resubmissions are allowed, **Submitted** forms may be returned to edit mode, edited, and then resubmitted by users with the appropriate access to the form.

### Auto Send Submitted Forms

From this section, users can elect whether to auto send any forms that are submitted using this template. Once a user submits this form, the submitted form will be sent as either a PDF or CSV to the user(s) selected in this section.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QBL86UGZ.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | User(s) | The selected user(s) that will receive the submitted forms. |
| **2** | Attachment Type | Whether the auto send submitted forms are sent as a PDF file or a CSV file. |

  

---

## Edit Form Components

When a task or form component is added to the form, users must then edit the form component as needed to build the form.

### Edit or Move a Task/Component

When a task or component is added, users must configure the type of task, name of the task, whether the task will be required to complete the form, and whether the task will require an attachment to complete.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X2HXEVVT.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Component/Task Type | Type of task or form component. This determines [what is required of the user to complete the task](/doc/docs/complete-a-form). |
| **2** | Required Toggle | Enables or disables whether this task is a requirement when completing the form. |
| **3** | Add Attachment | Enables the user to add an attachment to the task. The attachment(s) added here will be viewable to users when they complete a form using the template. These attachments can be used to give employees additional instruction or information about how the task should be completed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3RWYDAZS.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D) |
| **4** | Duplicate | Duplicates the component. |
| **5** | Delete | Deletes the component. |
| **6** | Task Menu | Opens the task menu, which enables users to move the task up or down in its section or move to a different section. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A7OCFVEB.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D) |
| **7** | Task Name | Name or description of the task. This may be posed as a question or be a brief description of the action required by the user completing the form. |
| **8** | Require Attachment Menu | Determines if an attachment or live photo is required to required to complete the task. > This menu is only displayed when the task is required (#2). **Attachment not required** - No attachment is required to complete the task. **Require an attachment** - A file must be uploaded to complete the task. **Require only real time photo** - A real time photo must be taken with a mobile device to complete the task. - > Tasks that require a live photo can **only** be [completed through the R365 Mobile app](/doc/docs/complete-a-mobile-task). |

#### Rearrange Tasks

In addition to using the task menu to move tasks around on the form template, users can also drag and drop tasks on the form template. To do this, click and hold the task that needs to me moved. Then, drag and drop the task to its new position.

Tasks can be drag and dropped within their existing section or dropped into a different section, if needed.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-a-form-template-image-oast66ra.gif?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

### Edit a Section

When a section is added users are required to give a name to the section. These can be edited at any point.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ECI3R6LH.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Section Name | Title or name given to the section. |
| **2** | Section Menu | Enables the user to move the section up or down, duplicate the section or delete the section. When a section is moved, both the section header and all the tasks filed beneath it will move. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-a-form-template-image-hnqmct88.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D) When a section is selected, users can also utilize keyboard shortcuts to duplicate the section (Ctrl + Shift + D) or delete the section (Alt + Shift + D). |

#### Rearrange Sections

In addition to using the section menu to move sections around on the form template, users can also drag and drop sections on the form template. To do this, click and hold the section that needs to me moved. Then, drag and drop the section to its new position.

Drag and dropping a section will move the section header as well as all the tasks filed beneath it.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-a-form-template-image-mk0c6jvs.gif?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

---

## Duplicate a Form Template

If needed, users can **duplicate** a form template. This may be needed when users wish to create a copy of a form template for another location with only a few minor changes.

Users can duplicate a form template from the form template tile option menu or from an open template's menu:

*Click an option to expand for more information.*

### Template Tile

To duplicate a form template from the template tile, first locate the form template that needs to be duplicated. Then, **hover over** the tile to show the option menu.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IF6XANQJ.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

Click the tile's option menu. Then, from the dropdown, click **Duplicate**. The form template will be duplicated with the same name with the word **(Copy)**. Once duplicated, the form template can be edited as needed.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IOL0Y6XW.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

### Open Template

To duplicate a form template from an open template, first locate the form template that needs to be duplicated. Then, **click** the tile to view the template.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GW2L4MEM.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

From the open template, click the option menu in the template header. From the dropdown, click **Duplicate**. The form template will be duplicated with the same name with the word **(Copy)**. Once duplicated, the form template can be edited as needed.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9O4M7JMZ.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

---

## Edit a Form Template

To edit an existing form template, locate the form template on the Forms page. Then, click the form tile to view the template.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CXMIMI2W.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

Once the template has been opened, the form template can be edited as needed. Users can add or remove form tasks and sections, manage the security access, or edit any of the general information. Once any changes are made, click **Save**. The form template must be saved for any of the changes to be applied.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ILGM6EBU.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A37%3A18Z&se=2026-10-30T21%3A37%3A18Z&sr=c&sp=r&sig=kGCkXQNybNqynqMtYmo%2BAlDDb5n2wYwKGpEMupi7VQs%3D)

Access rights granted to users or user roles that dictate what actions they can perform within the system.

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