The Form Designer Template (FDT) is InfoReady's newest default template that administrators can choose when setting up a new opportunity or workflow.


The specific features within FDT will vary based on your license, as well as which ones your organization has chosen to configure. The main differences between the Core and Pro versions of FDT are shown below. Click any of the blue text to read and learn more.



Core (Bronze and Silver)Pro (Gold and Platinum)
Form Settings
  • Navigation buttons
  • Pages
Design Tools
Form Fields
InfoReady Tools
Field Capabilities
  • Optional or Required
  • Duplicating
  • Validation
  • Layout


*Requires additional configuration.

** Only enabled if part of the license, not as part of the standalone Pro template.


Notes: 
- Whether your site has the Core or Pro version, the process to start using the template is the same.
- Just like opportunities made with all other base InfoReady templates, opportunities made with FDT can be saved as their own individual workflow template, as well as copied, making replicating a breeze!


Selecting the Template

1. Click the Create tab in the global naviation bar.

2. Under Template Type, choose InfoReady Templates.

3. Under Template, choose Form Designer.

4. Click Next to continue with the creation process. (Learn more).


Admin view of selecting Form Designer Template