11. Template Manager

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Template Manager

  1. Introduction
  2. The Template Manager
  3. Create a Form from a Template
  4. Create a Template
  5. Edit a Template
  6. Share a Template
  7. Promoting a Template
  8. Add Category to a Template
  9. Delete a Template

Introduction

Creating a template is as simple as creating a form. This feature is best used when 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, then click More templates.

The template manager

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 From from a Template

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

Share a Template

To share 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. Shared With: This feature allows you to share the template with other users. You have three options:
    • None: The template will only be visible by its creator (without considering the administrator who can see all the templates).
    • Specific users: Allows you to select the users who will be able to see the template. Related permissions: Includes the word “Shared” in his name. For example, viewSharedTemplates, editSharedTemplates, deleteSharedTemplates.

Promoting a Template

Promoting a template allows you to create a form without having to go to the Template Manager.
Once the template is promoted, you will be able to create this type of form 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
Promote Template

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 a 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 b

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