Manage form templates Praxis Desk

With templates, you create reusable form bases. You can generate any number of forms from a template and then customize each one individually.

Where do I find form templates?

Go to Settings > Forms. The template functions are in the action bar at the top right:

• From template — Creates a new form based on an existing template.
• Manage templates — Opens the overview of all templates.

Prerequisites

Active license for the Forms module.

Create a form from a template

1. Go to Settings > Forms.
2. Click the From template dropdown button.
3. Select the desired template from the list. Templates that support eCard are marked with a green icon.
4. Confirm the creation. The new form appears in your form list and can be edited immediately.

Update a form to match a template

If you created a form from a template and the template was later changed, you can reset the form to the current template state:

1. In the form list, click the action menu next to the form.
2. Select Update from template.
3. Confirm the action.

Note: Updating overwrites the entire form content with the current template state. Any changes you made to the form will be lost.

Create a new template

1. Go to Settings > Forms > Manage templates.
2. Click Create.
3. Design the template like a regular form (fields, settings, design).
4. Click Save.

The template is then available in the From template dropdown.

Edit a template

1. Go to Settings > Forms > Manage templates.
2. Click the action menu next to the template.
3. Select Edit.
4. Save your changes.

Delete a template

1. Go to Settings > Forms > Manage templates.
2. Click the action menu next to the template and select Delete.