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LB Aproplan - New form template page - Web version

A new interface for managing form templates is now available in Aproplan.

Bilale Slimani avatar
Written by Bilale Slimani
Updated over 2 weeks ago

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 (to be added).


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.

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