How to Save a Form Template

How to Save a Form Template

Save a form as a template when you want to reuse its fields, layout, logic, settings, and theme as a starting point for future forms.

Step 1: Prepare the Form

Before saving a template:

• Remove test-only fields and temporary copy.
• Confirm required fields and validation rules.
• Check conditional logic.
• Review the theme and cover image.
• Make sure the form name is clear enough for future users.

A template should feel like a reusable starting point, not a half-finished draft.

Step 2: Open Save as Template

1. Go to form management.
2. Open the form actions menu.
3. Choose Save as Template.

Step 3: Add Template Details

Fill in the template details:

• Cover image - Optional, but recommended for template cards. PNG, JPG, and JPEG files up to 5 MB are supported.
• Template name - Required. Use a short name that describes the form's purpose.
• Description - Optional. Explain when to use the template.
• Category - Optional. Choose an existing category or keep it uncategorized.
• Visibility - Choose whether the template is private or public.

Step 4: Choose the Right Visibility

Use a private template when:

• You are saving a personal workflow.
• The template is for one project, campaign, or client.
• The template still needs review.
• You want to organize it with a personal category.

Use a public template when:

• The template is approved for broader reuse.
• The template should appear in shared template browsing.
• You have permission to publish shared templates.

Public templates can only use public categories or uncategorized. If a personal category is selected and you switch the template to public, the category is reset to uncategorized.

Step 5: Reuse the Template

After saving:

1. Open Template Library or My Templates.
2. Search for the template by name.
3. Preview it before use.
4. Click Use.
5. Customize the new form in the editor.

The new form is created in the current workspace context.

Best Practices

• Keep template names short and specific.
• Use cover images that show the form type or expected use case.
• Put private experiments in personal categories.
• Use public categories only for templates that are ready for team-wide reuse.
• Preview a template after saving so you know future users see the intended result.

Related Docs

• Templates - Full template reference
• Create a Form - Learn all creation methods
• Theme Customization - Save visual styling as a reusable theme