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The form templates page in VCore lists all uploaded JotForm templates and lets you control who can access them, which roles can see them, and how they’re used across the system. Navigate to Maintenance → Templates to view and manage your form templates. Form templates list

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Filtering templates

You can filter the templates list by:
  • Template Name - search for a specific template
  • Visibility to worker - show only templates visible (or not visible) to workers

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Setting role-based visibility

To control which worker roles can access a template:
  1. Select a template from the list
  2. Click Roles
  3. Tick the worker roles that should have access to the selected template
  4. Click Save
Any roles that are not ticked will not be able to view or complete the template. Role-based visibility settings

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Form assignment options

Click Edit on a template to configure where and how the form is used: Form template edit window
Only one template can be selected at a time for incident, shift start, and shift completion forms.

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Viewing template types in the list

To see which type each template is assigned to, drag the relevant column out of the Column Chooser into the grid. The column will contain links to view the form template. Column chooser for template types

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Running into issues?

See General troubleshooting for common errors and fixes.

Form builder

How form templates are built and configured

Creating forms

Create forms on client and worker profiles

Managing forms

View, edit, and manage completed forms