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Create a Global Form

This how-to guide shows how administrators can create reusable global forms in Authorium. These field-based templates are centrally stored and can be used across multiple project templates for consistent and efficient data collection.

When to Create a Global Form​

You should Create a global form when:

  • You need a standardized form used in multiple project types.
  • You want to introduce a new data collection process.
  • You are building a reusable template for future projects.

To Create a New Global Form​

  1. Go to Configuration > Global Project Content > Form Templates.

  2. Click + Add Form Template in the top right corner.

  3. Fill in the basic details:

    • Title: Enter a clear, descriptive name for the form.
    • Description: Briefly explain the form’s purpose and intended use.

  4. Add and configure form components:

    • Use the Basic, Advanced, Layout, or Premium tabs to drag and drop components into the form canvas.
    • The configuration panel opens automatically after placing a component. Use the Display, Data, Validation, and Conditional tabs to set field properties, validation rules, and logic.

  5. Click Save to store your changes as a draft.

See Also​

To complement your knowledge of this process, check the following pages: