Automation Editor
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Forms Overview
Form Designer
Form Templates
4min
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