PT.Main.ElementTemplates


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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