Using Templates
How Administrators can use saved Templates to quickly add predefined sections and fields to a form layout.
Templates allow saving sections of a form (including fields) for reuse in other forms. This saves time when designing new forms that share common information requirements.
Once a Section is saved as a Template, it can be added to any other form. Changes made to the fields within the template after adding it to a form will only apply to that specific form instance.
Steps to Add a Template
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Open the form in the Form Editor.
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Drag the 'Template' button from the tool panel to the desired location.
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In the 'Add Template' pop-up, select the desired Template from the 'Name' dropdown list.
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Select 'Add'. The template's content (fields and layout) will appear on the form.
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Select 'Save' at the bottom of the Form Definition page.
Note: Saving a Section as a Template is done via the Section's edit options within the Form Editor.
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