Impact Designer allows you to add your form as a form template. This feature makes it easier for you to re-use forms you've customized. As an Administrator, you could use this feature to save a set of standard form templates you want your users to use when they build forms so that they follow a certain standard.
This article covers how to:
Add a Form as a Template
To add a form as a form template, simply navigate to Form at the top menu and click on Form Templates.
Please note that when adding a form as a template, the template will have the same name as the form. If you would like the template name to be more descriptive, we recommend renaming the form first before you add it as a template. The form must first be published before you can add it as a template.
A message will display notifying you that adding the form as a template will make the template available to all users within your organization. Click on Add to Templates to continue.
A confirmation message will display letting you know that the form has been successfully added as a template. Click on OK.
Once a form has been added as a template, you can now see it as a template option when creating a new form.
Remove a Form Template
To remove a form template, simply navigate to Form that was used to create the template. Then on the form, navigate to Form at the top menu and click on Form Templates.
A dialogue box will display notifying you that removing the form from templates will no longer make it available when creating new forms.
Click on Remove from Templates to continue.
It is good to periodically review your list of templates to make sure they are still relevant and up-to-date. A few things we recommend:
- Give your templates descriptive names to help users better understand which template to use when creating new forms.
- Remove any templates no longer being used to keep your template list relevant and concise.