Toggle the template bar
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Form Administration
The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.
Before you begin
About this task
Procedure
- Navigate to a form.
-
Click the more options icon (
) in the form header.
- Select Toggle Template Bar.
Related Content
- Create a template using the Template form
Create a template record for any table to populate certain fields automatically.
- Create templates for related task records
Administrators can create a template for a Task table record that also creates one or more related records in the child Task table.
- Create a template by saving a form
Save a populated form as a template.
- Create records based on a template
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
You can create a module to open a form with pre-populated template data.
- Template bar
Use the template bar to apply, edit, and create templates.
- Scripted templates
You can apply an active template to a record using JavaScript.