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Manage Templates

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Last updated: Mar 12, 2020 by Megan EllisVersion comment
3 min read

Form/workflow and control templates are managed by the tenant admin. Forms/workflows can be published as templates by the tenant admin or by any designer user in the tenant but only the tenant admin can permanently remove templates from the database or add them to the New Forms Wizard. Template menu items are only accessible if you are logged into .

On This Page:

Manage Form and Workflow Templates

Form/Workflow Templates can be permanently removed from the database or forms can be added to the Installable Templates available from Add: Install a Prubuilt Template on the Forms and Workflows Home Page. Login as the tenant admin. Click Manage Form/Workflow Templates or Home then Templates on the left sidebar. 

Click on the category or tag to display the list of published forms in a table with the following information: 

  • The name of the form/workflow template and it's form/workflow ID i.e.ID: _J1XuIGF9EemFgY-aI39GrA.
  • The description of the form/workflow template that was entered when it was published.
    • The tenant admin can test the template by clicking  (the Try icon)— the template displays as a fully functional form so you can enter and validate data before deciding whether you want to use it. Note the Try count in the Counts column will increase each time the Try icon is clicked.
    • The Create icon adds the template to an project by selecting it from the dropdown.
    • The tenant admin clicks the icon to remove the form/workflow template from the database.
    • If the published form is not added to Installable Templates clicking the icon will add it. Notice Add to Templates changes to Remove from Templates.
  • The type of template - Form or Workflow.
  • The tags associated with the template when it was published.
  • The categories the template was assigned to when it was published.
  • The Install count will increase each time an Installable Template is installed through the Install a Prebuilt template dialogue. 
  • The time/date when the template was published and the user id@<tenant name> who published it.

Manage Control Templates

Control Templates, added by designers in a tenant, can be deleted from the database by the tenant admin. Click Manage Control Templates on the tenant admin page. There you will see the list of published controls and can remove them one by one.