Form templates and custom schemas
Manage protected system templates and create validated custom forms with supported field types and upload sections.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Open Form Templates
Use the administrator child menu to review system and custom template records.
Understand the Website system template
The installed Website form is protected and cannot be edited or deleted.
Understand the Custom Software system template
The installed software form is protected and cannot be edited or deleted.
Create a custom form template
Open the new-template form and provide name, slug, description, active state and valid schema JSON.
Complete template Name
Enter the public/admin label for the custom discovery form.
Complete template Slug
Use lowercase letters, numbers and underscores; reserved, system and duplicate slugs are rejected.
Complete template Description
Explain what the custom questionnaire collects.
Set template Active
Only active custom templates can be used by public start and request creation.
Write Schema JSON
Provide valid JSON defining sections and supported fields.
Use a text field
Define a one-line text input in the schema.
Use a textarea field
Define a multi-line response field.
Use a date field
Define a date input.
Use an email field
Define an email input.
Use a number field
Define a numeric input.
Use a select field
Define supported options for a select input.
Enable uploads in a section
Set the section upload flag to true where supporting files are required.
Edit a custom template
Open an eligible custom template and save validated changes.
Open or copy a template public link
Use the row Open/Copy actions for an active custom form.
Delete an unused custom template
Delete only a non-system template that is not referenced by existing requests.
Resolve template in-use protection
Archive/deactivate or retain templates that existing requests reference; the controller rejects deletion.
Resolve invalid schema JSON
Correct syntax and supported field definitions before saving.