Use Form Builder Templates

Often, you'll have multiple forms that share similar configurations. For instance, you might want a consistent header across several forms, or you might want all of your forms to include specific Person Entry fields. That's where Form Templates come in, saving you time by letting you create a template and then apply that template to your forms. On top of that, the settings you define in your template can't be changed by a person editing the form, so you can rest assured that your template configuration will be applied exactly as intended.

To create or edit form templates, navigate to Admin Tools > General Settings > Form Builder Templates. Pictured below is an example template showing the different options you have. These are the same settings, and have the same functions, as the form settings described in previous sections above.

  1. Name/Description - Be sure to provide a good name and description. When selecting a template to use for a form, only the template's name is visible.
  2. Is Login Required - Enable this if all forms using this template should require a login.
  3. Form Headers and Footers - Adding these to your template is a great way to ensure a consistent look across forms. While the headers and footers provided on the template cannot be modified when editing the form, the form will have additional editable header and footer areas that can be edited.
  4. Person Entry Settings - Typically, you'll want to gather information about the person filling out the form, so it makes sense to set up Person Entry at the template level. This also ensures the same data is being collected across forms.
  5. Confirmation Email - You can define settings for the confirmation email at the template level, ensuring that people who complete the forms get a consistent confirmation message. Like other template settings, the Confirmation Email can't be changed on the form itself, but you'll still be able to configure the Notification Email.
  6. Completion Settings - This is another area where you can ensure a consistent experience when a form is submitted. The same options that are available on the form are available here, allowing you to either display a message or redirect the person to a new page.