Create a blank form
Open Forms.
Select New Form.
In the dialog titled Create new form, enter a Form name.
Select Create form.
After creation, the form opens in Form Builder.
Start from a template
When there are no forms yet, you will see a card called Explore templates with the description “Start with a template and tailor it to your needs.”
Select Explore templates to open the template picker.
In the template picker:
Use Search templates to find a template by name or description.
Filter by categories such as NDIS, HCP / SAH, Clinical, HR / Staffing, Operations, Finance, and Service Delivery.
Select Blank Form to start from scratch in a template-like flow.
Select a template to prefill steps and fields.
What happens next
The selected template creates a form with:
A prefilled form name and description
Prefilled steps and fields
Allow Step Navigation enabled
You can then edit everything in Form Builder.
Troubleshooting
Create form is disabled
The form name must not be empty.
Form created, but it did not open correctly
You may see a message that the form was created but the list could not refresh or the redirect could not be resolved. Return to Forms, refresh, then open the new form from the list.