Adding a Form to a Diary Log (Tab) from a Form template : Help Desk

Adding a Form to a Diary Log (Tab) from a Form template Print

Created by: Charles Levinson

Modified on: Sun, 3 Sep, 2023 at 4:25 PM

As any Multi Me user you can add Forms from templates given to you by multime.com (global) or by your account administrator.

1. Go to your Diary Settings

2. Go to the Log (tab) you want to add the Form to (or create a new one)
3. Click on the Log > Add Form

4. In the Form builder dialogue click the 'Copy from template' button at the bottom

5. Choose the template you want to copy

6. Select which users you want to Alert with this form (if this has been switched on in the master template, if not ignore this step)

7. You can now edit the copy of the template, or save it as it is in your Diary

Charles is the author of this solution article.

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Adding a Form to a Diary Log (Tab) from a Form template Print