Form Templates

Form templates are reusable form elements for use in the other forms. When you make a change in a template, all of the forms using that template are automatically updated.

Form templates also support usage of the parameters as variables in XPath or script definitions, like showing a panel when a certain condition is met.

Defining a New Form Template

To create a form template, you need to create data model type first.

Create a data model type for "Person"

  1. Open "Data Model"
  2. Click on "Types" tab.
  3. Click on "Add New Type" button and enter the name field as "PersonType"
  4. Click on "Details" button
  5. Create 2 new fields by clicking on "Add New Element" button with the following properties:
    1. Name (string)
    2. Surname (string)
    3. EmailAddress (string)

Create a form template for "Person" model

  1. Click on + button in the form templates
  2. Enter the name field as "Person Template" and select root element as "PersonType" and click "Ok" button
  3. Template designer will automatically be opened.
  4. Click "Add New" from toolbox and select "Row Layout Content" from toolbox. Rename label to the "Person Information"
  5. Click "Column" button from the toolbox, and select 3 column layout. Row content will be split into 3 columns side by side.
  6. Click on columns and create a new "Row Layout Content" again for each column.
  7. For each column create a new control for "Name", "Surname", "EmailAddress" fields.

Final template should be look like this

Using Template In a Form

  1. Open "Data Model"
  2. Create a new field by using "PersonType" from current schema and name it "Person".
  3. Open the form you want to add the new "Person" template to
  4. Click "Add New" button from toolbox and template will automatically be suggested, like below.



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