Form template management

Form templates enable you to save and reuse groups of formatted fields. Once created, they can be dragged and dropped into any form during the design process.

Common examples of form templates include headers/footers and commonly used field groups like contact information (first name, last name, email address, etc.)

Creating a form template

To create a form template, select Administration > Forms from the left-side navigation. Click Add Form.

Name the template and select an appropriate category. The description is optional but helpful to include.

create form template

Create your template using the Form Builder the same way you’d create a regular form.

Save your new template by clicking Detail in the top navigation and then clicking Save as Template.

save form template

Deleting a form template

To delete a template, go to Administration > Forms and click the View button at the top to switch to Templates.

Expand the tree list to find the template you wish to delete, and click the Open Form icon to open it. In the upper-right corner, you’ll see a trashcan icon. Click this icon to delete the template. You’ll be prompted to confirm the deletion.

Using a form template

To use a form template, open your form, and expand the Templates section on the left side of the Form Builder navigation. Then click Load Template.

load template

Navigate to the form template you want to use via the tree structure. Click the document icon.

find form template

You’ll now see the template is loaded.

form template loaded

Drag and drop the loaded form template onto your form.

The template fields you’re adding to the form may have client (field) IDs identical to existing fields in the form. You’ll be prompted to generate new, unique IDs for the new fields you’re adding. You’ll want to do this in most cases.