Rival Help CenterPerform
Help CenterPerformAdministrationForm TemplatesCreating a form template

Create an expectations form template

  • Rival Perform comes with an out-of-the-box expectations form. You can create a new version to meet your organization's needs. The new version is not available for use until it is published.
  • You can also create expectations forms from scratch. This is called a user-defined form. User-defined forms are not available for use until they are enabled and published.
  • The out-of-the-box form comes translated in all supported languages. However, if you create a new version and make textual changes, you must translate those changes. There is no automatic translation of that changed content.
  • For user-defined forms, there is no automatic translation. You must translate manually. It's all on you.
  1. From the navigation bar, click Administration.From the Settings page under Appearance and Customization, click Form Templates. The Form Templates page opens.
  2. Click the Expectations tab.
  3. Select the language for this template.
  4. If you are creating a:
    • New version of the out-of-the box form, beside Expectations Template, click vertical three-dot menu icon and click Create New Version.
    • User-defined form, click plus icon. eForm Builder opens.
  5. Drag and arrange elements to create the form.
  6. Click Save. If this is a:
    • Out-of-the-box form, the new version is saved as a draft. When you are ready for it to be used, click vertical three-dot menu icon>Publish.
    • New user-defined form, the form is saved as disabled. When you are ready for it to be used, click vertical three-dot menu icon>Enable and thenclick vertical three-dot menu icon>Publish.