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Form Templates

Required Role

Admin roles only

Form Templates define structured intake forms that are attached to specific services. When a new application is created, the form collects structured data from the client relevant to that service type.

What Form Templates Are Used For​

  • IMMI form data collection (pre-filling information for visa lodgement)
  • University application intake forms
  • Skill assessment intake forms
  • Custom data collection for miscellaneous services

Creating a Form Template​

  1. Click New Form Template
  2. Name the template
  3. Link to a service type
  4. Use the form builder to add fields:
    • Text fields
    • Date pickers
    • Dropdowns (with custom options)
    • Checkboxes / Radio buttons
    • File upload fields
    • Section dividers
  5. Mark fields as Required or Optional
  6. Set field validation rules
  7. Click Save

Client-Facing Forms​

Form templates can be shared with clients as a data collection link — the client fills in the form and the data is imported directly into the application record.