Home
Setting up submission templates

Setting up submission templates

Submission Form Templates offer you a powerful way to enhance user interactions. They enable you to pre-fill form, providing users with context while also ensuring you gather essential information for your needs.

A practical example - Imagine you have a dedicated board on featureOS for users to report bugs. With submission templates, you can conveniently pre-fill form details such as:

  • Steps to Reproduce

  • Expected Behavior

  • Reproducibility

  • Area of Occurrence ...and more.

Creating global submission templates

When you choose not to auto-select the default board on the new post form, crafting a default form template becomes valuable. You can customize the submission form template at a global level, applicable across all boards.

To initiate the process:

  • Access the Admin Dashboard and click on Boards.

  • Navigate to the Form Customization section.

  • Make the required adjustments and click Update at the bottom.

If necessary, you can later override this customization on a per-form basis using board-specific form templates.

Creating board specific form templates

Given the flexibility to create multiple boards on FeatureOS, the submission template for a support ticket collection board will differ from that of a board dedicated to tracking bugs or feature requests. This is where board-specific form templates shine.

Here's how to proceed:

  • Access the Admin Dashboard and click on Boards.

  • Select the board for which you want to create a submission template.

  • Navigate to the Form Customization section.

  • Make the required adjustments and click Update at the bottom.

Setting board description

  • You have the option to set a default description that appears on the user side when utilizing the default form customization. You can achieve this by going to Boards β†’ Settings β†’update the Default Description field.

  • To set board specific description simply head to Boards β†’ Select a board β†’ toggle to Settings β†’ update the Description field.

Need more help?

Reach out to our support at [email protected] or submit a request on our support board! πŸ˜ƒ

Comments

You must be logged in to comment in this article.

Login to comment
Swathy

Swathy