Creating a Form Builder template

  1. Add the required field controls to a new form or report.
    For example, the following controls were added to create an Employee Data report template:
    • 1 Page Header
    • 3 Labels
    • 1 DatePicker


  2. In Form Builder, select Edit > Select All.
  3. Select Tools > Template Management.
    The Template Manager window is displayed with a list of Form Builder templates that have already been created.
  4. Click Add.
    The Add Template window is displayed.
  5. From the Add Template window:
    1. In the Name field, specify the name of the new template.
    2. In the Description field, specify a brief description of the new template.
    3. In the Icon window, click the icon that you want to represent the new template.
  6. Click OK.
  7. Click Yes to confirm the addition of the new template.
    The Template Manager window is displayed, and the new template is listed.
  8. From the Template Manager window, click Close.
  9. From the Toolbox, click the Templates tab to verify that the new template has been added to the Toolbox.

    The following example shows that the Employee Data Report template has been added to the Toolbox:



Like any other Form Builder control, the new template can now be used to create new forms or reports.