Forms Builder: Templates Manual

Templates make it super easy to create recurrent forms in few clicks and with few modifications, instead of creating same form from scratch every time and waste energy, time, and money. The good news too is that, creating a template is as simple as creating a form.

How To Access 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. Then click “More templates”.

This will open a page with all the templates you have created or shared with you either by the admin of the tool or by others.

How to Create a Form from a Template?

To create a form using one of the templates you have:

1. Click the “Actions” button on the template you choose to use. In below example, I chose the “Event Planner” Template.
2. Click “Create Form“
3. Form Builder opens, and the template will be displayed in the preview.
4. Edit the form as you see fit
5. Click Save

How To Create a Template?

To create a template, follow these steps:

1. Go to the Template Manager as explained above
2. Click on “Create Template” button
3. The Form Builder will open, but this time it will be empty for you to create the template as you wish.
4. Add the fields and make the changes you need.
5. Click “Save Template“

How To Create a Template From a Form?

Sometimes you don’t need to create templates from scratch like how we discussed above. Sometimes you build a form then decide on saving it as a template for later use.

To save your Form as a Template, follow the below steps according to your status:

A- If you are finishing creating the form and you’re about to save:

1. Click the Up Arrow (At the right side of the “Save” button)
2. Click “Save Form As Template“
3. Then you will be redirected to the Template Manager.

B- If you created the form earlier and now you decided you want to create a template out of it:

1. Go to the Form Manager Dashboard
2. Locate the form you want to save as a template
3. From the Action menu on the right click on “Update”
4. You’ll be directed to the Form Builder interface
5. Click the Up Arrow (At the right side of the “Save” button)
6. Click “Save Form As Template“
7. Then you will be redirected to the Template Manager.

How To Edit a Template?

To edit a template, perform the following steps:

1. Go to the Template Manager as explained above
2. Click the “Actions” button on the template to be edited
3. Click “Update“
4. The Form Builder will open the template.
5. Make the changes you need
6. Click Save

How To Share a Template?

What’s awesome with Forms Builder is that, not only you can create a template to use yourself, but also you can share it with other users. This is a benefit if you have a team and you want them to create forms easier and faster using the templates you created.

To share a template do the following:

1- Go to the Template Manager as explained above

2- Click the “Actions” button on the template you want to share.

3- Click “Settings“

4- Scroll down till the “Shared With” option where you have two options:

• None: The template will only be visible to you as its creator. Of course, I as the admin can see all templates.
• Specific users: This option allows you to select the users who will be able to see the template.

5- Click on “Specific Users“

6- A new field will appear named “Users” . Start typing the first user name then choose it from the results popping out under this field. Continue doing this if you want to add more than one user.

7- Click “Update” Once finished with choosing the user(s) you want to share the template with.

How to Promote a Template?

Promoting a template is like bookmarking it for easier access. It enables you to create a form using that template directly from a drop down menu next to the “Create Form” button as seen below. With this option you don’t need to go to the template manager then choosing that template, so this option will save you time.

To promote a template, perform the following steps:

1. Go to the Template Manager as explained above
2. Click the “Actions” button on the template to promote
3. Click “Settings“
4. Tick the checkbox “Promoted“
5. Click “Update“

How to Add Category to a Template?

To categorize a template, perform the following steps:

1. Go to the Template Manager as explained above
2. Click on the Actions button of the template in which you are adding category.
3. Click Settings
4. Select a category from the drop down list
5. Click Update

How to Delete a Template?

To delete a template, perform the following steps:

1. Go to the Template Manager as explained above
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

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