Step 1: Create Form Template

Watch a quick video tutorial

01. Access the Admin Module

1. Log in to your ManageArtworks account.
2. Navigate to the Admin module on the left-hand side of the interface.
3. Click on the Create New Project Template tab.

02. Form Template Selection - Choose Your Starting Point

ManageArtworks offers two convenient ways to build your form template:

1. Create New Form Template: Ideal for unique project types, allowing you to design a form from scratch.
2. Copy and Create Template: Save time by modifying an existing form, adapting familiar structures for similar processes.

03. Build Your Form Template (Create New Form Template Method)

1. Click Create New Form Template.
2. Enter a descriptive name that reflects the template's purpose (e.g., Artwork Approval Form).
3. Add Fields:
   1. Click Add Field.
   2. Select desired fields from the list by clicking the checkboxes.
   3. Selected fields will be included in your form.
   4. Uncheck any fields you want to remove from the form.
   5. Rearrange: Use the drag icon (⋮⋮) to adjust fields order.
      
      
       
4. Add Dependency Field: 
   1. Click Add Field.
   2. Select Hierarchy from the list. To create new hierarchy, refer to Dependency Field.
   3. Click the drop-down icon and choose the desired hierarchy to add it to the form.
      • The fields from the selected hierarchy will be dynamically inserted.
        Note: If a field from the hierarchy already exists in the form, the hierarchy will be linked, but the duplicate field won't be added.
        If a field linked to a hierarchy is removed from the form, the entire hierarchy will be removed.
        
        
         
5. Configure Fields:
   1. Click the Option tab.
   2. Set field properties:
      • Multi Value: Allow selecting multiple options or tags (Yes/No toggle).
      • Use In Project Header: Make the field visible in project header for easy access during project creation (Yes/No toggle).
   3. If required, add clear and concise hints directly within the form to guide users:
      1. Click Add Hint next to the desired field.
      2. Enter the helpful text you want to display.
      3. Click Save to store the hint.
         
         

04. Build Your Form Template (Copy and Create Template Method)

1. Select an Existing Template:
   1. Choose Copy and Create Template.
   2. Click Select Workflow Template and select the template you'd like to modify.
      
      
       
2. Customize the Form:
   1. Enter a descriptive name for the new template (e.g., Artwork Approval Form V2).
   2. Modify Form as needed:
      • Delete Fields: Click the Add Field button and uncheck any fields you want to remove from the form.
      • Add Fields: Click the Add Field button, select any additional fields you need from the list.
      • Add Dependency Field: Click the Add Field button, select Hierarchy and choose the desired hierarchy to add it to the form.
      • Configure Fields: Follow the same steps as in Step 02. 5. to configure fields.

06. Proceed to Workflow Template

1. Once your form is configured, click Next to move on to customizing the workflow template.