Overview
Account form templates allow the Account Owner and Account Managers to easily standardize the Forms their Fieldwire Projects will leverage. Project Admins can pull published form templates from the Account to projects, as well as 'push' form templates from the Project level to the Account level.
- Subscriptions: Business or Business Plus (Pro users have access to Project Templates and Account Checklists)
- Permissions: Account Owners and Managers, Project Admins
- Platforms: Web
Table of Contents
- The Account 'Templates' Tab
- Project Templates
- Account Form Templates
- Account Lists
- Account Checklists
- FAQs
The Account 'Templates' Tab
Account Owners and Managers will be able to access the Templates tab from the Project dashboard on the web version of Fieldwire.
After you select the Templates tab, you can view, edit, and create Project Templates, Account Checklists, Account Form Templates, and Account Lists if you are on a Business or Business Plus subscription.
If you are on a Pro subscription, you will still have access to the Templates tab as an Account Owner/Manager, however, you will only be able to view, edit, and create Project Templates and Account Checklists.
Note: Please be aware that deleting any Account-level template is a permanent action and cannot be undone.
Project Templates
If you have several similar projects that you need to create in Fieldwire, you can save time during the project set up process by creating a Project Template. Creating a Project Template will allow you to apply the same settings you can designate from a blank template or from a project you've already created. The intention with creating project templates is to speed up the project creation process and save valuable time.
Project Templates are available to Pro, Business, and Business Plus subscribers! To start creating templates, you’ll need to have the role of Account Owner or Account Manager.
Please note:
- Some advanced features within Project Templates remain exclusive to Business and higher tiers.
- If you’d like to explore those additional features or upgrade your plan, reach out to our Support Team at support@fieldwire.com, and they’ll connect you with our Sales team.
Once you have verified this information:
- Navigate to the Templates tab at the account level
- Click + New template or + New project template.
- Give your template a name
- Choose whether you would like to start from a blank template or copy from an existing project
For more information about Project Templates, check out this article: How to Create Project Templates
Account Form Templates
Account Owners and Managers can create and manage Form Templates associated with the account. Form Templates that Project Admins push from their projects to the Account-level will also appear under the Account Form templates section.
To create a new Form Template:
- Click + New Template
- Select Account form template
- In the "Start with..." dropdown, choose whether you want to start with a Blank Template, one of our 5 Pre-built templates, or upload an existing PDF form
- Enter a name for the template
- Toggle the Date template option on or off (for some pre-built templates, this option is toggle on automatically and cannot be turned off)
- Click Create
From there you can begin to customize your form template!
- To learn more information about how to create a Custom Form Template or need definitions for the Form entries, please refer to this article: Introduction to Custom Forms and Templates
- If you would like to learn more about using fillable PDFs for forms, check out this article: How to Use Fillable PDFs in the Forms Tab
After you have finished your form template, you can make edits, unpublish (and republish) it, rename it, and preview it by clicking on the three dots (⋮) on the right-hand side. You can also delete your form template, but please keep in mind that this is a permanent action.
As on the Project level, you'll need to Unpublish the Form prior to editing any of the entries. Project Admins won't be able to import unpublished Forms into Projects, so choose to Publish the form when any edits are complete.
Note: Any edits on the Account-level Form template will not push to any projects that currently leverage the Form.
Note: Publishing the form does not post the template to any or all of your projects, it only allows the template to be pulled from the account level into individual projects.
Push a Form Template from the Project to the Account
Many users opt to leverage a template project, where they can build form templates that can be leveraged on multiple projects; depending on the use case, some projects may require unique forms.
As such, this is a great opportunity to utilize Project templates that were previously mentioned in this article.
In a project, from the form template builder, a project admin can use the 'Publish to account' option:
Once the form template has been published to the account, we recommend going back to the project dashboard and clicking on "Templates" to verify that your form is there. Please note that this step can only be completed by an Account Manager; it will also be necessary to have the Account Manager mark the form template as "Published", prior to pulling the template into a project.
Account Owners or Managers will be able to edit the form template from the account level.
Note: Any edits to the form template from the account level will not be reflected on the project level.
If you want to share form templates between accounts, Project Admins can publish individual form templates from another user's project to their account from within the form template builder screen at the project level.
Default Form Templates
You can add any of the five default form templates at any time regardless of whether or not they are in your Account Form Templates by following this workflow:
- Click the blue "+New form" button
- Hover over "+New template"
- Click "Create new"
- Select one of the five default form templates under the "Start with..." dropdown
- (Optional) Update the name of the template
- (Optional) Toggle whether or not you want it to be a "Dated template"
- Click "Create"
If you want to have previously created custom form templates in your projects, you'll either need to clone the project (How to Create Project Templates & Clone Projects) or import those custom form templates from the account.
Publish a Form Template from the Account to a Project
Any project admin can import published, account-level form templates to a project at any time.
If you are not seeing the Form Templates in your Projects, you may need to check the status of the Account Form Template on the Account Home page. In order for the Forms Template to be pulled into the Project from the Account, the Status of the Template needs to be changed from "Unpublished" to "Published".
Note: You'll only be able to see Account Form Templates from your Account if you also own the Project. In other words, if the project is owned by a different Account, when you try to pull Account Form Templates into that project, you'll see the Account Form Templates created by that other Account. In addition, you'll see the message highlighted in the screenshot below.
From the 'Forms' tab in a project, select 'Manage templates', hover over '+New template', and choose the option to 'Import from Account'. Any published, account form templates will be selectable - select the desired account form templates and choose to 'Import template(s)':
Once a template has been imported into a project, project admins have the option to further customize the form template to meet the specific needs of their project. Any edits made to the form template within a project won’t affect the original account form template.
Similarly, any edits made to an account form template will not propagate to the project form template that were imported from that account form template. This is to ensure minimum disruption on active projects.
How to share Project Templates between accounts
To share project templates between accounts, follow these steps:
- Start with a project that already contains the desired templates you would like at the account-level. We'll call it a "source project".
- If you're an Account Manager and an Admin on another account's project, you will be able to create a project template from their project and copy everything over.
- Once you have identified the source project, simply navigate to the Templates tab and use the “Copy project” feature to turn the project into a Project Template.
- This template will include the form templates, checklists, and other project settings you want to replicate.
- Note: When creating a template from an existing project, check the boxes for Form Templates and Checklists to include them. Be aware this can create duplicates if templates already exist in the target account.
- Once the project template exists in your account, you can create new projects from it.
Step 2:
Account Lists
Account lists can be used as drop-downs in your account form templates. When importing an account form template into a Project, the referenced lists will be imported as well; use Custom Lists when you would like users to pick items from a discrete set of options. This is especially helpful for inspections and the punch list process.
Creating an Account-Level Custom List is similar to creating a Custom List on a Project. To create a Custom List, choose to "+Add Custom List":
Please visit "What Are Custom Lists?" for more info on this feature!
To rename a Custom List, select the pencil icon. To delete a Custom List, select the trash option:
Note: If the Custom List is used in any account-level form templates, the Custom List will need to be removed from that account-level form template, prior to its deletion.
Account Checklists
As with Account Form Templates and Account Lists, Account-level checklists also allow the Account Owner and Account Managers to easily standardize their checklists across their Fieldwire Projects. You can have up to 1000 checklists at the account level. Project Admins can pull checklists from the Account to projects. As Account-level checklists have to do with tasks, please take a look at these articles for more information:
FAQs
Who has access to account form templates?
Account form templates are available on Business and Premier plans.
The Account owner and managers have access to the 'Templates' tab and are able to adjust the content of the account form templates. Project admins are able to import account form templates into projects and can import project form templates to the account.
Can I use mobile devices to access or edit account form templates?
This feature is currently only available through your Fieldwire web application.
More Information
Account Form Templates