---
sourceDocument: Xanadu ServiceNow AI Platform Administration
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/platform-administration

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu ServiceNow AI Platform Administration

ft:clusterId :

    - platadm

bundleId :

    - platadm

workflow :

    - Platform


---

# Create a template by saving a form

# Create a template by saving a form {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Save a populated form as a template.

## Before you begin

Toggle the template bar so it is visible on forms.

Role required:
admin

## Procedure

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 (+).  
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.
{#t_SaveAFormAsATemplateInUI16OrUI15__steps_nzp_qfv_jt}
**Related concepts**   

* [Template bar](https://servicenow-prod.fluidtopics.net/WrgxrzlmlxurQZ4tKh_yPg "Use the template bar to apply, edit, and create templates.")  
**Related tasks**   

* [Create a template using the Template form](https://servicenow-prod.fluidtopics.net/R1_A6UDhw4K9hZo67UFveA "Create a template record for any table to populate certain fields automatically.")
* [Create templates for related task records](https://servicenow-prod.fluidtopics.net/lcR0pnTpJbu1_64LFF0bkQ "Administrators can create a template for a Task table record that also creates one or more related records in the child Task table.")
* [Create records based on a template](https://servicenow-prod.fluidtopics.net/6GsIVluJ_U~G8wUeBQHgZg "You can create and schedule a scheduled job to create records based on a template. For example, you can regularly create a populated task record to perform a weekly backup.")
* [Create a module for a template](https://servicenow-prod.fluidtopics.net/6J~YbXE_Ik1ct8gg5GuQtg "You can create a module to open a form with pre-populated template data.")
* [Toggle the template bar](https://servicenow-prod.fluidtopics.net/Z20zMntRChz1DDWdaTgPLA "The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.")  
**Related reference**   

* [Scripted templates](https://servicenow-prod.fluidtopics.net/B5WqAesr_VhfLeIHbeS82Q "You can apply an active template to a record using JavaScript.")  
**Related topics**   

* [ACL rule types](https://www.servicenow.com/docs/access?context=acl-rule-types&version=xanadu&pubname=xanadu-platform-security&ft:locale=en-US)