Form Templates
Learn how to effectively use templates in a design editor with this comprehensive document. Discover how to save and reuse templates, view available options, and replace current designs. Additionally, find out how to save your own form template designs an
Templates let you re-use previously saved designs either saved by you or by others.
Select the Templates tab at the top left of the designer to view available saved templates:
Click a template from the catalog to open it:
Opening a template will replace the entire design in the editor. If you already have a design loaded, the editor will confirm that you want to replace the existing form design with the selected template:
You can save your own form template designs. Click the Save Template button at the bottom left:
Give your template a name. If your account has permission to save public content, you can also choose to make the template public in the catalog:
Your saved template will then appear in the catalog under a separate section named "Mine":
Public form templates on a development server can be published to production servers.
Right-click on a public form template and choose the Publish option:
Then select the destination system and tenant(s):
To delete a saved form template, right-click the template in the catalog and choose the Delete option:
Then confirm the delete:
