Why can't I create a form from a template?
A form can only be created from a published version of a form template. If a template has only a draft version and no published version yet, there is nothing to create a form from.
Open the template's detail page, finish designing its draft version, and publish it. Once at least one version is published, you can create forms from the template. See Building and versioning a form template for the publishing steps.
Can I change a form template after publishing it?
A published version is frozen — its fields can no longer be edited. This is intentional: it guarantees that the schema a form depends on never changes underneath it.
To change a schema, create a new draft version — usually by copying the previous version with Create draft from this version — edit it, and publish it. Forms already created from earlier versions keep using the version they were created from and are not affected by the new one.
Why can't I delete a form template?
A form template cannot be deleted while it is still in use. Deletion is blocked if any form was created from one of its versions, or if any note or note template still references it.
This protects the data lineage of existing forms. If you no longer want a template to be used, archive it instead — archiving keeps it and its forms intact while removing it from active use. Use Search usage on the template to find what is still referencing it.
Why can't I delete a form?
A form cannot be deleted while it is still embedded in a note. You must remove the note, or detach the form block from the note, before the form can be deleted.
To find where a form is used, open Search notes from the form's action menu. If you only want to set the form aside without losing it, archive it instead of deleting it.
What are formula fields and why are they read-only?
A formula field is a field whose value is calculated automatically from an expression based on other fields in the form — for example, a total, an average, or a value derived from two other fields.
Because the value is derived rather than entered, a formula field is read-only: you cannot type into it. It is recalculated every time the form is saved, so it always reflects the current values of the fields it depends on. If a formula field shows no value, it usually means one of the fields its expression depends on has not been filled in yet.
Can I fill a form template directly?
No. A form template is only a blueprint — it defines the schema (the fields and layout) but never holds data. Values are entered into a form, which is an instance created from a published template version.
To capture data, create a form from the template and fill that in. If you want to check that a template's schema behaves as expected before publishing it, use the Test version option on a draft version — it renders the form for a trial run without creating a real form.
