Create a template by saving a form

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Save a populated form as a template.

    Antes de Iniciar

    Toggle the template bar so it is visible on forms.

    Role required: admin

    Procedimento

    1. Navigate to a form.
    2. Complete the form as it should appear when a user applies the template.
    3. In the template bar, click the plus icon (+).
      Template form
    4. Enter a descriptive name to make it easy for a user to select the correct template.
    5. Make any additional changes as needed.
    6. Click Save.