Use a form template

Use a form template to reuse controls, actions and variables across forms.

Note The form templates can be applied to phone and tablet (both touch and non-touch) forms.
  1. Open the form for which to add a form template.
  2. On the Toolbox, click Form templates.
  3. On the form templates list, click the required form template to add to the form.

    The Specify postfix text dialog box is displayed.

  4. Postfix is used to identify any form variables, controls and form actions added from the template to the target form. In the Postfix text box, enter the text to use as postfix (default: form template name), and click OK.

    All form variables, controls and form action names are updated to have this text appended. If any items still exist with duplicate names, those are presented in a list. You can specify a unique name for those items.

    The following things happen depending on whether the form template being added to the form has one cell or more than one cell.

    Form template has one cell Form template has more than one cell

    The controls are added to the current cell along with their corresponding actions. Once added to the target form, these controls behave as individual controls and have no relation to the template.

    A warning is displayed to inform that additional rows will be added to your form. On confirmation, the rows from the template are added below the current cell along with their corresponding actions.

    Any controls once added from the template to the target form, behave as individual controls and have no relation to the template.

    All form variables from the template are added to the form.

    All form variables from the template are added to the form.

    Any onload actions within the form template are added as a composite action.

    Any onload actions within the form template are added as a composite action.

    If the target cell is set to use a different orientation from the template, the controls are added using the target cell orientation.

    The controls are added using the orientation from the template.

    If the target cell is set to percentage and the form template is using the fixed width, or if the target cell is set to fixed and the form template is using percentage, the controls are added using the fixed width.

    If the target form is set to percentage and the form template is using the fixed width, or if the target form is set to fixed width and the form template is using the percentage mode, a warning is displayed and on confirmation, the cells and controls are added using the fixed width.

  5. Save and release the form.