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Create a template by saving a form

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Create a template by saving a form

Save a populated form as a template.

Before you begin

Toggle the template bar so it is visible on forms.

Role required: none


  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.