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Form Editor OverviewEditing an Existing FormAdding SectionsUsing TemplatesAdding QuestionsAdvanced Validation RulesLinked Records ConfigurationText Fields (Single Line)Signature FieldsLabel FieldsMultiselect Checkbox FieldsSelect Fields (Dropdown)Date FieldsRadio Button FieldsPerson Select FieldsUpdating or Deleting Existing Fields
Basic Form Editor

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

  1. Open the form in the Form Editor.

  2. Drag the 'Template' button from the tool panel to the desired location.

  3. In the 'Add Template' pop-up, select the desired Template from the 'Name' dropdown list.

  4. Select 'Add'. The template's content (fields and layout) will appear on the form.

  5. 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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Adding Sections

How Administrators can add new Sections to a form layout using the Form Editor.

Adding Questions

How Administrators can add question fields with predefined answers, scoring, comments, and linked records to a form.

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Steps to Add a Template