How do I use Form Templates on Vome?

How do I use Form Templates on Vome?

Templates only come into effect when building opportunities and choosing the Direct opportunity funnel recruitment workflow setting.

Templates are used to save the content portion of a form, which you can link to multiple opportunities.
The benefit of using a template is that when you need to make an update to the content of form, you can simply update the template and then all the opportunities that the template is linked to will automatically synchronize with the updated template

All you need to do is add a title and you're ready to begin customizing the template. The title of the template is visible to admins only.

Steps to create a template
1. Using your left-hand navigation, click Forms
2. On the top-right of the view, click View templates
3. On the top-right of the view, click Create template

Steps to use a template
1. From the left-navigation menu, click Opportunities
2. On the top-left, click + New opportunity
2. In the recruitment workflow step, select Direct opportunity funnel
3. Select Use a template > Select the template
    • Related Articles

    • Why Use the "Map Form Fields to Database Fields" Feature in Vome?

      Why Use the "Map Form Fields to Database Fields" Feature in Vome? Overview Vome’s "Map Form Fields to Database Fields" feature ensures that responses to custom form questions and attachments are automatically linked to a volunteer’s profile. Without ...
    • How do I use Forms on Vome?

      What are the different use cases for creating forms on Vome? Application / Registration / Inquiry / Interest: Add sections and fields on a form when a prospective applicant applies for the first time. If the person arriving to the form isn't already ...
    • How do I use Sequences on Vome?

      Sequences are used to manage a step by step process. Although it can be used for project management or managing tasks, it is often used for onboarding new applicants. You can completely customize the steps of a sequence, assign profiles and easily ...
    • I'm a volunteer. How do I use Vome?

      Vome was built to make it easy for volunteers to engage with organizations. 1a. I'm a new volunteer: Submit a general application form and/or apply for specific opportunities if the organization allows it. Link: How do I submit an application form? ...
    • How should I organize recruitment on Vome?

      1. Start by building a general application form Create your first form with recruiting new applicants in mind. Request core profile information, ask screening questions,, request documents, and many more options to choose from! If this sounds like ...