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A control template is a control that was published by the form designer so that it can be reused in other forms and by other designers within the same tenant. You typically want to publish control templates when you create complex control with sophisticated layouts, field patterns, business rules, etc., and want to reuse that work in another form or share it with another form designer. You also may consider using control templates when you need to split the work among a number of form designers, where each designer is responsible for creating a subsection of a complex form and another designer is responsible for assembling these control templates into a final form or flow.

Click Control Templates for Common Rules to see examples of common custom controls.

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Next, you will see the Publish Control Template dialog where you can enter a name and description for this template, a category, and any number of comma or space-separated tags.  See the Manage Control Categories topic for instructions for adding or removing control template categories.

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Click Submit and you will see a confirmation page that once closed will refresh the page. If you used the drag & drop approach above, you should see the published control automatically added to your Custom pane.

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Note

The image, video, table, upload and pagebreak controls are not allowed in a custom control. You will see this message if you try to publish a section that contains any of these controls: "Sorry - the custom control contains a control that is not allowed in the custom palette."

Publishing Controls with Rules

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For example, let's say you have a Section control named Section 67 which contains a text control named a. There is a rule attached to populate a with the text "sweet" when the form loads. You publish the control as read-only and carry the rule along with it. Then you create a new form and drag Section 67 into your new form three times. The Section control name of the of the first instance will not contain the prefix. However, the second and third instances will include the prefix. Now you can write a rule that will populate the control named a in the second and third instances using the assigned prefix.

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The assigned prefixes will show in the Form OutlineThis is helpful when writing the rules for the second and third instances.

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