Setting a form as a "template" adds the form to your account's template library. When creating a new form you can choose to use a form from the template library.

To add a form to your template library, go to the Design tab of the form and click on the settings cog from the toolbar. Select "Add as template" from the drop-down menu.

A star next to the form title indicates that the form is a template.

To remove a form from the template library, go to the Design tab of the form and click on the settings cog from the toolbar. Select "Remove from templates".

When creating a new form you can choose a form from the template library by selecting "Use a template".

  1. Select 'Use a template' from the dialog box.
  2. Select template: choose the form you wish to use from a drop-down list containing all the forms in the account's template library.
  3. Enter the Form Name. This is the new form name that you will see on the console and that your fieldworkers will see on their handsets. 
  4. Select 'Create form'. The new form will open in the Design view. A form always starts in Draft status. From here you can preview (recommended), edit, publish and assign your form.

Notes on using templates

  • Draft forms are not listed in the template library. Only published and closed forms will be listed.
  • Resources that a template may reference are not copied between projects automatically. If you use a template from another project on the account, you will need to ensure that any resources (e.g. CSV or media files) used are uploaded to the current project.
  • When creating a new form from a template, the latest published version of the template form is used. Any unpublished changes will not be included in the new form. Once you create the form, changes made to the original template do not affect your form in any way.
  • Templates are available all users with the design permission in any project in the account.