How to create, edit, save, and delete forms

Create a form

To create forms for your project:

1. Select Forms from the project view navigation.

2. Select Templates to open to recommended templates drawer, or select Create form to create one from scratch.

   1. Hover over a template to see a preview before selecting. Templates may not be available to all users.

3. If your project has more than one (issue) type, you’ll be prompted to select what type you’d like for your form. The fields in the form will differ depending on which type you select.
   This means that when someone submits a form, it will be turned into that type of work item.

4. Drag the fields to be in the order you’d like for your form.

5. Customize the text in the field by selecting the field label.

6. Select Preview to see how your form will look.

7. Your form is now ready to edit, share, or use.

Edit a form

To edit a form:

1. Select Forms from the project view navigation.

2. Choose the form you’d like to edit.

3. Customize the title of the form by selecting the title.

4. Drag the fields to be in the order you’d like for your form.

5. Select the type at the top-left of your form to choose the type of work that your form collects. This will change the type of work item that’s created when that form is submitted to your project.

6. Customize the text in the field by selecting a field label.

7. Select Preview to see a preview of how your form will look.

8. Your form is now ready to edit, share, or use.

Manage your form fields

Save a form

All changes you make to your form are automatically saved for the next time you return.

Delete a form

To delete a form from your project:

1. Select Forms from the project view navigation.

2. Select the of the form you’d like to delete, then Delete form.

Alternatively, you can delete your form by:

1. Select Forms from the project view navigation.

2. Choose the form you’d like to delete.

3. Select the at the top right of the form, then Delete form.

Preview your form

Before you share your form, you can preview it to make sure you’ve captured all the right information.

To preview your form:

1. Select Forms from the project view navigation.

2. On the top-right, select Preview to see how your form will look.