A Global Form is a reusable set of questions that can be applied across an unlimited number of automations. Create a question set once then reuse it.
Overview
The "Use Global Forms" guide explains how to create and manage reusable Global Forms in Smarter Drafter. Global Forms simplify the automation process by allowing users to develop and reuse standardised question sets across multiple automations, ensuring consistency and efficiency.
Learning Outcomes
By using this guide, you will learn how to:
- Create, organise, and manage Global Forms for reusable question sets.
- Map fields in Global Forms to contacts, roles, and default values for streamlined data entry.
- Incorporate repeating content, named ranges, and logic into Global Forms.
- Link Global Forms to Word templates using Dynamic Snippets.
- Import Global Forms into Standard Forms to maintain consistency across workflows.