A form template is a reusable starting point for building forms in Slate. A template can include default form fields, rules, and form communications. Use form templates to keep repeated form patterns consistent and reduce setup work.
Creating a form template
Go to Forms.
Select New Template.
Configure the following settings:
Template Name: The internal name for the template.
Status: Active
Configure any additional settings needed for forms that will use this template.
Select Save.
Edit the form template to add form fields, rules, and form communications.
Cloning a form from a template
Go to Forms.
Select New Form.
Configure the following settings:
Page Title: The title that appears to respondents.
Clone From Template: Select the form template.
Folder: Select an existing folder, or select Other to create a folder.
Status: Set the status to Confirmed/Active when the form is ready to test or share.
Configure any additional settings needed for the form.
Select Save.
🔔 Important!
Only form fields, form rules, and form communications are cloned from a form template.
Updates to a form template do not retroactively update forms that were already cloned from the template. Template updates apply only to future cloned forms. Edits made to a cloned form apply only to that form.