Templates

Templates

Templates help you create forms from proven structures instead of starting from a blank canvas. A template can carry fields, layout, logic, and styling into a new editable form.

Public Template Gallery

The public template gallery contains templates that are available to your workspace.

Browse Templates

1. Click New Form and open Template Library.
2. Browse public categories or search by template name.
3. Open a template preview to inspect the form before using it.
4. Click Use to create a new form from the template.

The new form is created in the current workspace context and opens in the editor for customization.

Template Cards

Each template card can show:

• Cover image or fallback preview
• Category badge
• Template name
• Preview action
• Use action with a loading state while the form is created

Create from a Template

After you use a template, the result is a normal editable form. You can:

• Add, remove, duplicate, or reorder fields.
• Change field labels, options, validation, and logic.
• Adjust the theme and form settings.
• Publish the form when it is ready.

Using a template does not lock the form. It gives you a faster starting point.

Save as Template

Save a form as a template when you want to reuse its structure later.

1. Open the form actions menu from form management.
2. Choose Save as Template.
3. Upload an optional cover image.
4. Enter a template name.
5. Add an optional description.
6. Choose a category or keep it uncategorized.
7. Decide whether the template is private or public.
8. Save.

Cover images support PNG, JPG, and JPEG files up to 5 MB. They are recommended because they make template cards easier to scan.

Public vs Private Templates

Mobyform separates public reusable templates from your own personal templates.

• Private templates stay in your personal template library.
• Public templates are saved with public ownership and can only use public categories.
• Personal categories can be created while saving a private template.
• If you switch a template to public while a personal category is selected, the category is reset to uncategorized.

This rule keeps public template organization clean and prevents private categories from appearing in shared template galleries.

My Templates

Use My Templates to manage templates you saved for yourself.

You can:

• Search your templates by name.
• Preview a saved template.
• Create a new form from a personal template.
• Delete a template you no longer need.

When a form is created from a personal template, it uses the current workspace context and opens in the editor.

Template Categories

Categories make large template libraries easier to browse.

• The public gallery shows public categories.
• Private templates can use public categories, personal categories, or uncategorized.
• Public templates can use public categories or uncategorized only.
• Users with management permission can create, edit, and delete public template categories.

Import and Export

Template-related workflows may also include JSON export or import when you need to move form configuration between environments. Use this carefully, and review the imported form before publishing it.

Next Steps

• Create a Form - Learn every form creation path
• How to Save a Form Template - Turn a form into a reusable template
• Theme Customization - Save the visual design as a reusable theme
• Collaboration - Work with your team