Vibha's data and monitoring platform · vibha.org
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Starting from a template

The same idea as using a form letter instead of writing one from nothing: pick a ready-made form that already has the fields a monitoring visit, an intake form, or a feedback survey usually needs, and adjust it from there instead of starting on a blank page.

Where to find them

Go to Templates in the sidebar. It is a gallery, not a list you have to scroll — search by name, or narrow it down with the Category filter, and switch between a card view and a plain table with the two small icons above it.

Have a look first: Preview

Every template has a Preview button next to Use template. It opens a large window showing the template as a working form — every page and every question, exactly as the people filling it in would see it. Nothing is created and nothing is saved.

  1. 1Click Preview on any template.
  2. 2Scroll through it. You can click into fields and try them; if you press submit, you just get a message saying nothing was sent.
  3. 3Happy with it? Click Use this template at the bottom of the window. Not quite right? Click Close and nothing has changed.

Using one, step by step

  1. 1Find a template that is close to what you need — exact is not the goal, close enough to save you re-typing the obvious fields is. Use Preview if you want to check.
  2. 2Click Use template. If your organization uses teams, a short window asks where the new form should live: pick a Team and, if you like, a Project inside it, or leave it organization-wide. Then click Create and open builder. A new form is created, already containing that template's fields, and you are taken straight into the builder on it.
  3. 3Edit it like any form you built yourself — rename fields, add or remove questions, change the theme, adjust logic. Nothing about it stays “linked” to the template afterwards.

Which teams can I pick?

Only teams where you are an Editor. An organization Admin can pick any team. If you are an Editor on a single team and not an organization-wide Editor, the window starts on your team and there is no “organization-wide” option. If you belong to no team, there is no window at all — the form is simply created for the organization, as before. See Teams and projects.

Starting from a blank form instead

Nothing about templates is mandatory. The Blank form button next to Templates takes you straight into an empty builder — the same place Quickstart starts from. Reach for a template when one is a close match for what you are building; start blank when nothing in the gallery is close enough to be worth adjusting instead of writing fresh.