Managing Templates

• Access Template Options–Click the More icon button:
  • In the template row of the table.
  • In the template header.

• Options in Dropdown:
  1. View Form:
     1. Opens the template for viewing.
     2. The header contains Edit Template and Create Submission buttons.

b. Create Submission:

1. Opens the [New Submission] dialog.

c. Edit:

1. Opens the Form Builder with a banner at the top (only for users with editing permissions).

d. Move:

1. Opens the [Move] dialog with a description, search bar, and folder list.
2. Select a folder. The Move button becomes enabled.
3. Click Move to relocate the template to the selected location.

e. Duplicate to…:

1. Opens the [Duplicate to Project] dialog with a project picker and folder picker.
2. The folder picker is disabled until a project is selected.
3. Select a project, then choose a folder, and click Duplicate to Project.
4. Snackbar: [Duplicated to {projectName}] displays.

f. Move to Trash:

1. Opens a confirmation dialog with the correct template name in the description.
2. Click Move to Trash to delete the template.
3. Snackbar: [Template moved to trash] displays.