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Templates

Simploud templates are designed to generate E-forms quickly and efficiently. They act as blueprints, ensuring a consistent format that includes all necessary fields and simplifying data collection and organization.

Examples of Template Uses

  • Checklists
Design detailed checklists for quality control, safety inspections, or project management tasks. For example, a template can ensure that all safety inspection steps are followed and documented systematically.
  • Surveys
Create comprehensive surveys for customer feedback, employee satisfaction, or market research. For instance, a customer satisfaction survey template can help standardize questions and simplify data analysis.
  • Decision Trees
Decision trees can guide users through complex decision-making processes. For example, a decision tree template can help troubleshoot technical issues by leading users through a series of conditional questions based on their responses.
  • Scorecards
Use scorecards for performance evaluations, assessments, or compliance checks. For instance, a performance evaluation template can provide a structured way to rate and review employee performance.

Template Types

  • Structure
Collection of questions without specific sequential logic
  • Question Flow
Questions can be answered in any order
  • Check points
No checkpoints; all questions are presented as is
  • Routes
No routing; all questions are static
  • Benefits
Simple, easy to create and use, no complex logic required
  • Usage
Best for straightforward data collection
  • Structure
Set of questions following a specific logic
  • Question Flow
Each question leads to the next one
  • Check points
Allows selection of different paths based on responses
  • Routes
Multiple routes from the first question to different results
  • Benefits
Provides dynamic navigation, tailored responses based on input
  • Usage
Best for scenarios needing decision trees or guided processes
  • Standard Template
  • Flowchart Template
  • Structure
Collection of questions without specific sequential logic
Set of questions following a specific logic
  • Question Flow
Questions can be answered in any order
Each question leads to the next one
  • Checkpoints
No checkpoints; all questions are presented as is
Allows selection of different paths based on responses
  • Routes
No routing; all questions are static
Multiple routes from the first question to different results
  • Benefits
Simple, easy to create and use, no complex logic required
Provides dynamic navigation, tailored responses based on input
  • Usage
Best for straightforward data collection
Best for scenarios needing decision trees or guided processes

Template Configuration

Just like any other object in Simploud, creating a new template creates a new record in the system, which is managed via a short workflow.
The template’s record page contains 2 sections: Template settings and Template Questions.

Template Settings

This section allows you to configure key settings for templates in Simploud, including storing templates in a global library, setting the number of questions per page, enabling external tasks, and adding detailed descriptions for clarity and ease of use.
For example:
  • Storing Templates in a Global Library: Save commonly used templates, such as employee onboarding forms, in a global library for easy access and reuse across different departments.
  • Setting the Number of Questions per Page: Limit the number of questions displayed per page in a customer satisfaction survey to make it more user-friendly and less overwhelming for respondents.
  • Enabling External Tasks: Configure a form template to trigger external tasks, such as notifying the IT department when a new equipment request form is submitted.
  • Adding Detailed Descriptions: Include comprehensive descriptions for each template to guide users through the process of properly filling out a compliance audit form, ensuring consistency and accuracy.
Template Definitions
This section allows you to control who can access and edit the form and what information is displayed. These settings help manage access and tailor the form’s display to meet specific requirements.
For example:
  • Group Access: Restrict form editing to members of the HR department for sensitive employee performance reviews.
  • Signature Access: Assign specific users who can sign off on safety inspection forms to ensure accountability.
  • Private Edit: Allow only the assigned project manager to edit project status reports, preventing unauthorized changes.
  • Show Comments: Enable the comments field next to each question in a customer feedback form to capture additional insights.
  • Show Performed By: Display the name of the person who performed each action in a maintenance log to track responsibility.
  • Show Row Index: Number each question in a lengthy survey to make referencing specific questions easier.
Form Access and Visible Parts
The ‘Progress and Results’ section defines how progress and outcomes are tracked and recorded in the form, ensuring accurate documentation. These settings include fields for tracking progress, capturing signatures, recording text results, specifying outcome questions, and defining result logic.
For example:
  • Tracking Progress: Use a numeric field to monitor a project’s completion status, such as tracking the percentage of tasks finished in a project management form
  • Capturing Signatures: Capture the signature of a manager or supervisor to verify and approve the completion of a compliance checklist.
  • Recording Text Results: Record the final assessment or summary of an inspection in a text field, ensuring detailed documentation of findings.
  • Specifying Outcome Questions: Use a response from a key question to determine the overall outcome of a customer satisfaction survey.
  • Defining Result Logic: Automatically calculate a performance score based on the answers to specific evaluation questions in an employee appraisal form.
Progress and Result
The ‘Template Logic’ section allows you to configure various rules and conditions that govern the form’s behavior and requirements. These settings ensure that forms are completed and signed correctly, apply specific conditions, and automate form creation based on defined criteria.
For example, you can:
  • Ensure forms are 100% completed before they can be signed, ensuring thoroughness.
  • Prevent status changes on a parent record until the form is completed and signed, maintaining process integrity.
  • Filter available templates based on specific conditions, such as department or project type, for more relevant form options.
  • Allow questions in the form to be added or updated, providing flexibility for evolving requirements.
  • Automatically create forms when a record enters a specified status, streamlining workflows and ensuring consistency.
Template Logic
The ‘Form Scores’ section allows you to quickly turn on or off the scoring feature for forms. When enabled, this setting empowers you to capture and calculate scores based on the responses provided in the form.
For example:
  • Assessments: Unleash your creativity using scores to evaluate employee performance, assigning points to different criteria.
  • Quizzes: Automatically calculate scores for educational quizzes based on correct answers.
  • Customer Feedback: Assign scores to different aspects of customer satisfaction surveys to quantify overall satisfaction.
  • Risk Evaluations: Score risk assessment forms to determine the level of risk associated with different activities or processes.
  • Health Surveys: Calculate health scores based on responses to lifestyle and health-related questions.
Form Score
The ‘Color-Logic’ section allows color coding for forms based on specific text results or scores. By setting different color zones, such as green, yellow, and red, you can visually indicate the status or category of responses.
For example:
  • Performance Reviews: Use color coding to quickly identify employee performance levels, with green for excellent, yellow for satisfactory, and red for needs improvement.
  • Risk Assessments: Highlight risk levels, with green for low risk, yellow for moderate risk, and red for high risk.
  • Customer Feedback: Categorize feedback responses, with green for positive feedback, yellow for neutral, and red for negative.
  • Project Status: Indicate project health, with green for on-track, yellow for at-risk, and red for off-track.
  • Compliance Checks: Show compliance status, with green for compliant, yellow for partially compliant, and red for non-compliant.
Color Logic

Template Questions Definitions 

ID

ID

A unique ID automatically set for each question.
Response Type

Response Type

Specifies the type of answer expected for a question.
Commonly used:
Linked Field

Linked Field

A field on the parent record that is linked to this question, ensuring that their values are kept in sync. For example, if the parent record is a controlled document and the linked field is the document’s status, updating the status in the parent record will automatically update the status in the linked question field on the form.

Edit User Field

Edit User Field

Specifies which user, identified in a user field or as a participant on the parent record, has permission to edit this question.
Enable Files

Enable Files

Allows files to be attached to this question in the comment section. Note: The comment feature must be enabled for this option to work.
Follow Up Questions

Follow Up Questions

The key difference between standard and flow templates is that flow templates require specifying the following question based on the user’s answer, while standard templates allow follow-up questions by using the parent ID and parent answe

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Ship high-quality work even when you’re offline. Browse our growing library of ready-to-use templates—download, customize, and go.

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