Create a template by saving a form

task brazil Updated Sep 10, 2026 1 min read t_SaveAFormAsATemplateInUI16OrUI15.md
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Save a populated form as a template.

Before you begin

Toggle the template bar so it is visible on forms.

Role required: admin

Procedure

  1. Navigate to a form.

  2. Complete the form as it should appear when a user applies the template.

  3. In the template bar, click the plus icon (+).

    [Omitted image "TemplateUI16Form.png"] Alt text: Template form

  4. Enter a descriptive name to make it easy for a user to select the correct template.

  5. Make any additional changes as needed.

  6. Click Save.

Parent Topic:Using form templates

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Create a template using the Template form

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Template bar

Toggle the template bar

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