Creating, editing, and using form templates

You can create a template from a form and use it to build other forms of a similar type. Form templates are stored in the templates database and are unaffected by user, group, or site customizations.

Each form template must have a unique name.

Creating a form template

Form templates are normally created during the form creation process when using either the [New Form Wizard] or the [New Data Maintenance Wizard] . The last page of each of these tools offers the option to create a form template. Simply select that opition before you click [Finish].

You can also create a form template from an existing form, by opening the existing form in Design Mode. Then from the [Edit] menu, you would select [Create Form Template From This Form].

Using a form template

Once the form template has been created, you can use it to create similar forms. You must be in Design Mode, and then start the [New Form Wizard] . When the [New Form Wizard] displays the list of [Form Templates], select the existing template on which to base the new form.

Editing a Form Template

There are two ways to edit a form template.

Create a new template and save it as the one to be changed.
Make changes to the IDO properties that are included on a form template.