{"id":6252,"date":"2022-03-08T14:49:45","date_gmt":"2022-03-08T14:49:45","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=6252"},"modified":"2025-09-15T14:05:56","modified_gmt":"2025-09-15T08:35:56","slug":"how-to-configure-forms-in-the-project","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-in-the-project\/","title":{"rendered":"How to Configure Forms in the Project"},"content":{"rendered":"<p>Start with the video first to get a better grasp of the topic!<br \/>\n<iframe loading=\"lazy\" title=\"Learn to Use the Form Configuration Module\" src=\"https:\/\/player.vimeo.com\/video\/834379911?dnt=1&amp;app_id=122963\" width=\"500\" height=\"275\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<table style=\"line-height: 10px; height: 77px; width: 99.2704%; border-collapse: collapse; background-color: #f7f7f7;\">\n<tbody>\n<tr style=\"height: 108px;\">\n<td style=\"width: 100%; height: 77px;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-in-the-project\/#Overview\">Overview<\/a><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-in-the-project\/#Navigation\">Navigation<\/a><a href=\"#Navigation\"><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-in-the-project\/#FormConfiguration\">Configuring a Form<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-in-the-project\/#AddModify\">Adding and Modifying a Form<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Overview<\/h2>\n<p>Forms are templates for different work types that help you to capture information in a pre-determined layout. Forms help to maintain consistency in gathering user input, as required in projects and across projects.<\/p>\n<p>The product has predefined Forms for common work types in a project such as Issues, Defects, Change Requests, etc. Each Form can be configured independently to suit the requirement of your project. The instances created based on these Forms are &#8216;workitems\u2019. The repository of information thus created, enables efficient management of projects and execution of processes in the organization.<\/p>\n<p>You can configure the Forms to:<\/p>\n<ul class=\"whs1\" type=\"disc\">\n<li class=\"p-List\">Segregate and store information systematically<\/li>\n<li class=\"p-List\">Plan and track workitem<\/li>\n<li class=\"p-List\">Track Software Configuration Management (SCM) files<\/li>\n<li class=\"p-List\">Plan and track review of workitems<\/li>\n<li class=\"p-List\">Trace the relationship between workitems<\/li>\n<li class=\"p-List\">Collaborate on individual workitems<\/li>\n<\/ul>\n<p>Forms created in the organization for projects (configured with Form scope as &#8216;Project-level&#8217;) and that flow down to the projects can be modified depending on the project-level settings configured when defining the Form. For example, a project manager can rename a section only if the Form setting allows renaming at the project level.<\/p>\n<p>Forms in the application provide great flexibility in configuring the predefined Forms i.e., &#8216;Standard\u2019 Forms by adding new sections and fields. You can also create your own Forms which will be listed as &#8216;Custom\u2019 Forms in the Forms List view.<\/p>\n<p><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Form_Project-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-9204 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Form_Project-1.jpg\" alt=\"\" width=\"1131\" height=\"576\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Form_Project-1.jpg 1131w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Form_Project-1-300x153.jpg 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Form_Project-1-1024x522.jpg 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Form_Project-1-768x391.jpg 768w\" sizes=\"(max-width: 1131px) 100vw, 1131px\" \/><\/a><\/p>\n<p>To create custom Forms and configure Forms, see <a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-in-the-project\/#Configuring_a_Form\">Configuring Forms<\/a>. The Forms created for your project will be confined to your project. However, you can even publish them to the organization.<\/p>\n<h2><a id=\"Navigation\"><\/a>Navigation<\/h2>\n<p>In the left navigation panel, expand the <strong>Recent Projects<\/strong> menu and select any project. <a id=\"FormConfiguration\"><\/a>Hover over the Project breadcrumb at the top, expand the <b>Configure <\/b>module, and select <strong>Forms<\/strong>.<\/p>\n<h2>Configuring a Form<\/h2>\n<p>You can create custom forms to capture and store data based on your requirement. You can also reconfigure both standard and custom Forms by adding sections, fields, etc. The configuration settings or changes to a Form, flow down to the level depending on the Form scope selected at the time of adding a Form.<\/p>\n<p>From the Forms page, you can:<\/p>\n<ul class=\"whs1\" type=\"disc\">\n<li class=\"p\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-in-the-project\/#Adding_and_Modifying_an_Form\">Adding and Modifying a Form<\/a><\/li>\n<li class=\"p\"><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-section\/\" rel=\"noopener\">Configuring Form Sections<\/a><a id=\"AddModify\"><\/a><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-section\/\" rel=\"noopener\"><\/a><\/li>\n<li class=\"p\"><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/configuring-form-fields\/\" rel=\"noopener\">Configuring Form Fields<\/a><\/li>\n<li class=\"p\"><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/configuring-form-workflow\/\" rel=\"noopener\">Configuring Form Workflow<\/a><\/li>\n<li class=\"p\"><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/defining-traceability-for-forms\/\" rel=\"noopener\">Defining Mind-map for Forms<\/a><\/li>\n<\/ul>\n<h3>Adding and Modifying a Form<\/h3>\n<ol>\n<li>Click the <strong>Add New Form <\/strong>icon.<\/li>\n<li>In the <strong>Create New Form<\/strong> window that appears, enter Form Details, Item Type, Menu Positioning, and set Form properties.<br \/>\n<strong>Note:<\/strong> For custom Forms, the fields such as Item Type and Menu Positioning are one-time settings.<\/li>\n<li><strong>Set the Visibility:<\/strong> Control how the cards associated with the form are displayed using the Visibility option:\n<ul>\n<li><strong>Board &amp; List View:<\/strong> Cards will appear in Work Hub both the and the workitem listing. You can add, manage, and track the progress of these cards visually on the Work Hub.<\/li>\n<li><strong>List View Only:<\/strong> Cards will only be visible in the workitem listing (e.g., User Stories, Epics). These cards will not appear or be manageable on the Work Hub.<\/li>\n<\/ul>\n<\/li>\n<li>Click the <strong>Create <\/strong>button to create a new form and the <strong>Reset<\/strong> button to discard the changes.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-20366 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/CreateForm.jpg\" alt=\"Custom form\" width=\"2078\" height=\"1224\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/CreateForm.jpg 2078w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/CreateForm-300x177.jpg 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/CreateForm-1024x603.jpg 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/CreateForm-768x452.jpg 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/CreateForm-1536x905.jpg 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/CreateForm-2048x1206.jpg 2048w\" sizes=\"(max-width: 2078px) 100vw, 2078px\" \/><\/li>\n<\/ol>\n<p>The Form is created and now listed in the Form list.<\/p>\n<p>The following common tab is visible for each form:<\/p>\n<ul>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/understanding-the-activity-log\/\" rel=\"noopener\">Activity Log<\/a><a id=\"VideoReference\"><\/a><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/understanding-the-activity-log\/\" rel=\"noopener\"><\/a><\/li>\n<\/ul>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"6252\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-in-the-project\/\" data-post-title=\"How to Configure Forms in the Project\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"6252\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-forms-in-the-project\/\" data-post-title=\"How to Configure Forms in the Project\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/6252"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=6252"}],"version-history":[{"count":49,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/6252\/revisions"}],"predecessor-version":[{"id":22137,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/6252\/revisions\/22137"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=6252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}