How to Assign Reusable Form Templates to Any Node in Your Flowchart Survey.
🔗 How to Assign Reusable Form Templates to Any Node in Your Flowchart Survey.
Slug: assign-reusable-form-templates-to-nodes Keywords: Assign Forms to Nodes, Reusable Form Templates, Form Template Builder, Survey Flow Steps, FlowchartSurvey.online Guide
[Image showing a FlowchartSurvey.online flow canvas with a sidebar open, displaying a list of reusable form templates being checked/assigned to a highlighted node]
The core efficiency of FlowchartSurvey.online lies in the separation of Form Content and Flow Logic. You don't build a form within a flow; you build Reusable Form Templates and then assign them to the necessary steps (nodes) in your flow diagram.
This guide provides a simple, step-by-step process for leveraging FlowchartSurvey.online's system to design a form once and link it to multiple steps across various flows.
Step 1: Design the Reusable Form Template
First, you need to create the set of questions you want to reuse.
1. Navigate to the Form Templates Dashboard: In your FlowchartSurvey.online account, select the "Form Templates" menu item. 2. Create New Template: Click "Create New Template" and give it a clear, descriptive name (e.g., "Contact Info Block," "High-Value Qualification," or "Technical Requirements"). 3. Use the Form Builder: Use the drag-and-drop elements to build your questions. Since these templates are built using powerful frameworks like SurveyJS, you can include advanced fields like matrix grids or rating scales. 4. Save and Publish: Once complete, save the template. It is now stored in your library and ready to be assigned to any flow.
Step 2: Build or Select Your Flow
Next, ensure you have a flow diagram ready to receive the form template.
1. Navigate to the Flow List: Find the flow you want to edit. 2. Open the Flow Canvas Editor: Click the Edit Button to open the visual canvas. You should see your flow diagram made up of various nodes (Start, Decision, Form, End).
Step 3: Assign the Template to a Flow Node
This is where the magic happens. You link the form content to the flow logic.
1. Select a Node: Click on any appropriate user-interaction node on the canvas (specifically Form Nodes or custom nodes designed for user input). 2. Open the Assignment Sidebar: Clicking the node will automatically open a sidebar panel, displaying the node's settings and, crucially, a list of All Available Form Templates. 3. Check the Box: Simply browse your library and check the box next to the form template you want to assign to that specific node. You can assign multiple templates to a single node, which will present them sequentially to the end-user. 4. Preview and Save: Use the eye icon next to the assigned form to instantly preview how it will look. Once satisfied, click "Save Node" or ensure Auto-Save is active.
The Power of Reusability
- Consistency: Ensure the "Contact Info" section is identical across all your flows without needing to copy/paste fields.
- Efficiency: Build the most complex 10-question qualification form once, and deploy it across three different lead generation campaigns in minutes.
- Centralized Updates: If you need to add a mandatory consent field to your "Contact Info Block," you only update the central Form Template. Every flow that uses that template is instantly updated.
By separating content from structure, FlowchartSurvey.online gives you unparalleled flexibility and speed in managing your interactive surveys.
Ready to stop duplicating work?
Start leveraging reusable form templates in your FlowchartSurvey.online flows today.