This article explains step by step how the new form templates page works. It lets you create, manage and organize your forms more easily via a centralized interface. Here’s how to access it and use the main features of the new page.
Please note: this feature is only available with a paid license.
Accessing the new interface
Log in to Aproplan using a web browser.
On the homepage, click the Company tab on the left-hand side and go to the Forms tab.
Click "Try the new templates page" on the green banner at the top of the screen.
Overview of the new page
The new interface displays a list of all templates created within the company. Each template contains the following columns:
Name: the name of the template
Type: the category selected during creation (e.g. Safety, Quality…)
Kind: indicates whether the template is in Draft or Published status
Questions: number of questions in the template
Author: the person who created the template
Modified: date of the last modification
State: Active or Archived
You can switch back to the old version if needed by clicking the “Return to the old templates page” button in the top right corner.
Note: in the old page, all templates were considered as published.
Searching and filtering templates
The new interface allows you to quickly find a template using:
The search bar (filtering by name or author)
Column filters (Type, number of questions, state, etc.)
A grouped view if you drag a column (such as “Kind” or “Type”) into the grey area above the table
Creating a new template
You can create a template by clicking the “Add new template” button.
A complete FAQ is available to guide you through creating your templates, you can check it via this link How to use the Form Template Builder - Web version
Managing existing templates
When you hover over a template row, three dots appear on the right-hand side. By clicking on them, you can:
Edit templates that are in draft by opening them
Delete a draft
Create a draft from a published template
Additional information
It is possible to publish a form even if it contains no questions or question titles.
If a template contains more than 100–120 questions, errors may occur when loading or publishing.
Form preview is an upcoming feature.
It is not yet possible to directly duplicate a template; you need to create a draft from an existing template.
Draft templates are not visible in projects.
You can find more information on how the new form templates page works in the following FAQ: How to use the Form Template Builder - Web version.
Got a problem? Contact our support at support@letsbuild.com or ask your questions online directly in the app.