vForm Templates

vForm Templates are the foundation of vForms. They define the structure and content of each survey or assessment form.
Using SurveyJS embedded in Dynamics 365 (D365), users can design dynamic forms with logic, validation, and custom data connections.

Accessing vForm Templates

Follow these steps to access the list of existing vForm Templates in Dynamics 365:

1. In Dynamics 365, click on vForms in the sitemap.

   vforms will now open in this browser window.

2. Select vForm Templates from the left navigation panel.

   

   The Active vForm Templates view displays a list of all existing templates.

3. Click + New on the command bar to create a New vForm Template.

4. You will be taken to a New vForm Template editor.

   

5. Start creating a new vForm template by first Providing a Name for the template and then clicking Save.

Navigation

Designer Tab

The Designer Tab lets you design a new vForm or edit an existing vForm.

The Designer Tab has been covered extensively in the Designer Tab article.

Preview Tab

The Preview tab lets you visualise the form from an end-user’s perspective. It displays how the survey or form will appear to users, including layout, logic, and validation behaviour.

Use it to ensure your questions display correctly, logic triggers work as intended, and the overall layout looks polished.

Steps:

1. Open any vForm Template.

2. Select the Preview tab at the top of the form editor.

   

3. Review how each section, question type, and logic behaves interactively.

4. Test visibility, mandatory fields, and page navigation before publishing.

Logic Tab

The Logic tab provides a consolidated view of all conditional rules configured across your form.
It allows you to add, review, or edit complex logic statements that control the behaviour of multiple questions.

Use cases include:

• Showing or hiding questions dynamically based on responses.

• Enabling or disabling fields when a condition is met.

• Making questions required depending on earlier answers.

Steps:

1. Navigate to your vForm Template.

2. Select the Logic tab next to the Preview tab.

Here you can view the logical conditions applied on questions in the Patient Consent Form.

3. Click on an existing logic expression to review it

   

4. Select Add New Rule to create additional ones.

   

5. You view all the questions by default. But if you wish to view the logical conditions on any particular condition, you can filter for the same.

   

6. You can filter the Logic conditions on a form by selecting to view either All logic actions or only the Show/Hide logic actions.

   

7. Each rule can manage multiple conditions for visibility or requirement settings.

JSON Editor Tab

The JSON Editor tab allows the admin view the vForm in a JSON format and allows to make any changes if required.