Template Manager

form builder

Introduction

Create a template is as simple as creating a form. But if you need to create several similar or identical forms, first create a template, then you can create the forms you need with a few clicks.

The Template Manager

To access the Template Manager, go to Form Manager, then click the drop-down menu located on the right side of the “Create Form” button. Finally, click in More templates.

Create a Form from a Template

To create a Form, perform the following steps:

  1. Click the Actions button on the chosen template.
  2. Click Create Form
  3. Form Builder opens and the template will be displayed in the preview.
  4. Click Save

Create a Template

To create a template, follow these steps:

  1. Go to the Template Manager
  2. Click on the Create Template button
  3. The Form Builder will open, but this time will create a template.
  4. Add the fields and make the changes you need.
  5. Click Save

Edit a Template
To edit a template, perform the following steps:

  1. Go to the Template Manager
  2. Click the Actions button on the template to be edited
  3. Click Update
  4. The Form Builder will open, but this time to edit the template.
  5. Make the changes you need
  6. Click Save

Promoting a Template

Promoting a template allows you to create a form without having to go to the Template Manager. You will be able to do it directly from the dropdown menu at the right of the Create Form button.

To promote a template, perform the following steps:

  1. Go to the Template Manager
  2. Click the Actions button on the template to promote
  3. Click Settings
  4. Select the checkbox Promoted
  5. Click Update

 

 

 

 

 

 

 

 

 

 

 

 

 

Note: By default, the promoted Templates drop-down menu displays the last 5 updated templates.

Add Category to a Template

To categorize a template, perform the following steps:

  1. Go to the Template Manager
  2. Click on the Actions button of the template in which you are adding category.
  3. Click Settings
  4. Select a category
  5. Click Update

Delete a Template

To delete a template, perform the following steps:

  1. Go to the Template Manager
  2. Click the Actions button of the template to delete
  3. Press Delete
  4. A popup window will appear asking to confirm your delete template decision.
  5. Click OK

The Template Manager will reload and the Template will be deleted.

Note: When you delete a template, all data related to it will be deleted too. This action cannot be undone.