Templates (Page and Form)

In this category of videos, you will learn how to create new or edit existing content templates – for both pages or forms, and how to apply approval workflows to templates. Great for Advanced Users who will be configuring policyIQ or administering the application going forward.

Create a Page Template
Create a basic page template, including properties and fields.
Create a Form Template
Create a basic form template, including properties and fields.
Take a closer look at page fields.
Page Fields
Linked Fields
Learn how to add Linked Fields.
Delve into options for List fields for page and form templates.
List Fields: Custom, User, and Global
Field Rules
Create field rules to add logic to your pages and forms.
Create and apply approval workflows for pages and forms.
Approval Workflow Creation

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