How to Add Questions in Note Templates?

Users can also select custom forms from Notes while creating a note template.

Follow the workflow above to land on the Edit Note Template screen.

To add questionnaire, click on ‘Components’ and select ‘Custom Forms’.

Click ‘Insert’.

A ‘Custom Form Search’ pop-up will be displayed with a list of templates and questionnaires which the user created in custom forms.

Select the appropriate Form/Questionnaire.

The component’s tag will be inserted in the ‘Note Template’.

Click ‘Save’ when done.