Forms

How Do I Manage My Form Templates?

You can easily manage the Form templates you create in JobNimbus.

Managing Form Templates

  • Login to your JobNimbus account through your web browser.
  • Click on your profile icon or initials in the top right corner.
  • Select Settings from the dropdown menu.
  • From the Settings menu, select the Templates tab, then select the Forms option.
  • Click the three dots on the right of the Form you want to manage.

Forms - Form Table

From the dropdown menu, you can:

  • Edit the existing Form template.
  • Duplicate the Form template.
  • Hide the Form template from appearing in the Mobile App.
    • Tip: if you need to make any adjustments to a Form and want to ensure no team members use it in the meantime, hide it from their view until you are ready to save the changes.
  • Delete the Form template. 

Editing or duplicating a Form will direct you to the Form creation window.

Keep in mind that each Form must have a unique name. When duplicating, the name of the Form will appear as "Name (Copy)" by default.