Making Templates - Template Creation Tutorial Exercises

1. Introduction

Templates are the basis for users to create Forms and Actions in Damstra Forms. They specify which data is to be entered and can include instructions, drop-down lists, mandatory fields, tables, formulas and more, to assist with data entry.

2. Simple template exercise: Daily Diary

To start learning about creating your own templates we recommend that you:

1. Download our simple example of a Supervisor’s daily diary form
    Samm_Supervisors_Diary.doc
2. Follow the steps shown in the following videos:

        (A) Begin with a Word DOC
        (B) Template Editor
        (C) Insert Fields
        (D) Final Steps

3. More advanced exercise: Toolbox Meeting

To learn more about templates, including about other types of fields and using lists and tables:

1. Download our example Toolbox Meeting Minutes form
   Samm_Toolbox_Meeting_Minutes.doc 
2. Steps for Exercise: Creating a More Advanced Template