Setting up submission templates

Submission Form Templates offer you a powerful way to enhance user interactions. They enable you to pre-fill form, providing users with context while also ensuring you gather essential information for your needs.

A practical example - Imagine you have a dedicated board on featureOS for users to report bugs. With submission templates, you can conveniently pre-fill form details such as:

• Steps to Reproduce

• Expected Behavior

• Reproducibility

• Area of Occurrence ...and more.

Creating global submission templates

When you choose not to auto-select the default board on the new post form, crafting a default form template becomes valuable. You can customize the submission form template at a global level, applicable across all boards.

To initiate the process:

• Access the Admin Dashboard and click on Boards.

• Navigate to the Form Customization section.

• Make the required adjustments and click Update at the bottom.

  

If necessary, you can later override this customization on a per-form basis using board-specific form templates.

Creating board specific form templates

Given the flexibility to create multiple boards on FeatureOS, the submission template for a support ticket collection board will differ from that of a board dedicated to tracking bugs or feature requests. This is where board-specific form templates shine.

Here's how to proceed:

• Access the Admin Dashboard and click on Boards.

• Select the board for which you want to create a submission template.

• Navigate to the Form Customization section.

• Make the required adjustments and click Update at the bottom.

Setting board description

• You have the option to set a default description that appears on the user side when utilizing the default form customization. You can achieve this by going to Boards → Settings →update the Default Description field.

  

• To set board specific description simply head to Boards → Select a board → toggle to Settings → update the Description field.

  

Need more help?

Reach out to our support at [email protected] or submit a request on our support board! 😃