Note

This feature is not available yet in the current version and is subject to change.

Form element may be combined to complex elements with containers and fieldsets, such as a fieldset with contact details. You can save these as a form element template and reuse them later by adding them via drag & drop. Templates are not specific to a certain form and are available for all forms. They help to save time and to create a consistent, unified layout and design.

Creating templates

Creating a new form element template. Select an existing element and save it as a template.

Adding meta data when creating a template. Only a name is required, tags and a description are optional.

You can create a form template by saving an existing form element as a template.

  1. Create a new form element, which may contain child elements.
  2. Click on the template icon in the action bar to the top.
  3. Provide a name for the template and click on Save.

Additionally, you may also provide a description and one or more tags.

  • Tags: A keyword used for searching templates.
  • Description: Internal description visible only within the {{designer}}.

Using templates

Searching for templates by their names and tags. A tag can be selected from the drop down list to the top.

All available templates are shown to the left of the Xima® Formcycle Designer, within the Template tab. You may search for templates by selecting a tag or entering a name.

To add a template to the form, place it on the desired location via drag & drop.

Click twice on a template to change its name, tag, and description.

A template's content cannot be edited directly. However, you may add it to the form, edit the template and save it as a new template.

Deleting templates

Deleting a template. To prevent data loss, you must confirm that you want to delete the template by clicking on delete after clicking on the delete icon (X).

To delete a template, click on the delete icon (X), and confirm your choice by clicking on delete.

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