Creating Form templates

Use the Templates window to add new Form templates. A Form template is a set of default values for fields on the Form. They can be used to enter data more quickly by automatically assigning values.

To create a template:

1. Click Templates.
2. Click the Add button above the Templates list.
3. Enter an ID and Description for the template.
4. Select the field that the template will End Focus On.
5. Select the default replacement option.
6. Add fields to the template.
7. Click Save.

To add a field to the template:

1. Click the Add button above the Fields list.
2. Select the position of the field that you want to default.
3. Select the field that you want to default.
4. Select the Field Value.
5. Select the Replacement option.
6. Click Save.

 


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