Template Search

Searching Templates in FormWorks

Approved Authors must create and publish templates to collect data in FormWorks.

Access Templates:

• Click Templates in the top navigation bar.

  
  

Filter Templates:

• Filter by Type/Application, Location (district or campus), Status (active, published, deleted, archived), Approval Path, completed forms, or Category.

• Use My Templates Only to view templates tied to your DMAC login.

• The total number of results is shown in parentheses next to Results.

• Use the search box to find templates by full or partial title, then click Find.

  
  

Template Information:

• Templates are listed with the assigned category (in green), title, location, creation date, and Author.

• A blue box indicates if a form requires approvals.

  
  

Template Actions:

• Publish Toggle: Green indicates the template is live; gray means it's unpublished. Toggle it on or off until a form is completed.

• Forms Column: If the number is greater than zero, the template cannot be edited or unpublished. Copy or archive it to make changes.

• Settings (gear icon): Update name, type, location, category, Author, assign/edit Approver(s), and add Authors with edit access.

• Copy: Duplicate and rename templates with completed forms to make changes.

• Archive: Deactivates the form, preventing further data collection. Filter by archived forms on the left.

• Edit: Modify the template until it’s published. Unpublish to edit if no form has been completed.

• View (magnifying glass): Open a read-only version of the form.

• Delete (red x): Remove a template if no forms are completed. This option disappears once forms are tied to the template.