A thumbnail is the image or color that represents a form in the portal's forms list. This article covers how to set a thumbnail from the Forms page or from the Form Builder.
How thumbnails work
Thumbnails appear on the form tiles when you view the Forms page in the grid layout. They help you organize forms and find them faster. For example, a vehicle inspection form could show a truck, and a work order form could show a toolbox. You can also color-code forms by category.
The Forms page in the grid layout, with a photo thumbnail on one form
You can set a thumbnail in 2 places:
The Forms page: Choose a free image, a color, or your own image. The change applies right away.
The Form Builder: Upload your own image. It's saved with the form when you save it.
Note
An image you upload in the Form Builder takes priority. Once a form has one, the Forms page doesn't offer the image icon for that form.
Set a thumbnail from the Forms page
In the portal, go to Forms > My Forms.
Select the grid layout icon.
Point to a form tile, then select the image icon on the tile.
A form tile in the grid layout with the image icon
In the Form Thumbnail panel, choose one of these options:
Free Images: Search free photos from Unsplash and select one
Colors: Select a color
Upload Image: Choose an image from your computer
The Form Thumbnail panel with Free Images, Colors, Upload Image, and Reset
Select Close.
To remove the thumbnail, open the panel again and select Reset.
Set a thumbnail in the Form Builder
Open your form in the Form Builder. Learn more about how to edit an existing form.
In the toolbar, select Settings, then select Form Thumbnail.
The Form Settings menu with Form Thumbnail selected
Select Upload Image, then choose an image.
The Form Thumbnail panel in the Form Builder with Upload Image
Select Save Draft or Publish to save the form with its new thumbnail.
To replace the image, select Change Image. To remove it, select Remove.