Template bar

concept brazil Updated Sep 10, 2026 1 min read template-bar.md
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Use the template bar to apply, edit, and create templates.

When toggled, the template bar appears at the bottom of the form. Select a template title to apply the template to the form. Use the buttons at the bottom-right to add, edit, and access the complete list of templates.

[Omitted image "templateBar.png"] Alt text: Template Bar Elements

Element Description
Templates Available templates appear in blue text on the template bar. Click a template to apply it to the form.
All Templates button ([Omitted image "templateBarAllTemplates.png"] Alt text: All Templates button) Toggles the All Templates window.
Create New Template button ([Omitted image "templateBarNewTemplate.png"] Alt text: Create New Template button) Displays the Create New Template window.
All Templates popup This window displays when the All Templates button is selected. The window displays a filterable list of all available templates. Click the Edit button to the left of any template to edit that template.
Disable Template Bar button ([Omitted image "templateBarDisable.png"] Alt text: Disable Template Bar button) Disables the template bar. To display the bar, see Toggle the template bar

For non-admins, see KB0711956 for more information on enabling the Edit button.

Parent Topic:Using form templates

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Schedule record creation from a template

Create a module for a template

Toggle the template bar

Scripted templates

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