show / hide menu

Template Builder

The Template Builder constructs styles for individual controls, making it simple to apply and reuse them throughout forms. These styles function as default appearances for controls, allowing for further customization or overriding based on specific needs. The default control styles are adjustable by modifying the Default template.

How to create a template

Step 1:

Click on Tenant settings from Links tab.

Figure 1: Tenant Settings

Step 2:

Activate “Show the Template Builder” from the Beta Version settings.

Figure 2: Beta Version

Step 3:

Once you enable the “Show the Template Builder” option in the Beta Version settings, the Template Builder option will become visible in the Links tab.

Figure 3: Links Tab

Step 4:

• Navigate to “Template Builder” within the Links tab.

• Within the Template Builder, you’ll discover frequently used templates as well as recently accessed ones.

Figure 4: Template Builder

• Users can access all available templates by clicking on “View All Templates.”

Figure 5: View All Templates

• Users can easily access options to download, edit, or delete any available template simply by selecting it.

Figure 6: download, edit, delete.

• Clicking the ‘+’ button allows us to create a template.

Figure 7: New Template

Figure 8: Create Template

• Upload Template – The Upload Template Manager assists users in uploading templates that were previously downloaded. This feature enables the transfer of downloaded templates from one site to another.

• Select a file and click on ‘Import Template’.