Step 1: Accessing the Form Templates
To begin, log into your BuildPass account and navigate to the Forms section. Look for the "Templates" tab and click on it. This will show you a list of available form templates.
Step 2: Selecting the Form to Edit
From the list of templates, find the one you want to edit and click on it to open the editing interface.
Step 3: Making Changes to the Template
Once you're in editing mode, you can start making changes to the template. For instance, if you want to add a feature that allows users to attach an image to a checklist item, here’s how to do it:
a. Identify the section where you want to add the image attachment feature.
b. Click on "Add Block" or a similar option to insert a new section.
c. Choose the type of block you want to add; in this case, an "Image Attachment" block.
d. Configure the block settings as needed, such as setting the maximum image size or allowed file formats.
Step 4: Enabling Attachments
With the image attachment block added, you need to enable this feature for users. Here’s how:
a. Locate the "Enable Attachments" option for the block you just added.
b. Toggle the switch or check the box to enable attachments for that block.
Step 5: Additional Changes
Feel free to make any additional changes to the template as needed. For example, you might want to modify text, rearrange sections, or add more blocks to customize the checklist to your specific requirements.
Step 6: Saving the Edited Template
Once you're happy with your changes, scroll back to the top of the page and look for the "Save Template" button. Click it to save your edited form template.
Congratulations! You’ve successfully edited a form template using BuildPass's platform. Your form template now includes an image attachment feature, along with any other changes you've made, and is all set for use. If you have any questions or need further assistance, don’t hesitate to reach out to BuildPass's support team. Happy organizing!