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.

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Select the Templates tab at the top left of the designer to view available saved templates:

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Click a template from the catalog to open it:

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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:

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You can save your own form template designs. Click the Save Template button at the bottom left:

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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:

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Your saved template will then appear in the catalog under a separate section named "Mine":

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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:

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Then select the destination system and tenant(s):

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To delete a saved form template, right-click the template in the catalog and choose the Delete option:

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Then confirm the delete:

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Updated 04 Sep 2024
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