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In the Templates tab you'll access and manage the central information-gathering resource in your account.

Updated over a week ago

The Templates tab is where you’ll build Templates to gather information from your Form Users.

Everything you do in your account revolves around your Templates. When you can confidently manage your Templates, you’ll be prepared to leverage and process the information you’re collecting throughout your account.

🗒️ Note: The Template building and management experiences are designed for the GoFormz web app.

In Templates tab you’ll find a list of your current Template folders in the page’s left-hand panel. Locate existing Templates manually, or using the search bar in the upper right-hand corner. Your search results will include results within your Template folders.

Access the folder in which your Template’s are stored in the Templates table.

You’ll start in the Main folder where your Templates are stored by default. Your selected Template folder’s contents display in the page’s main table.

Select a Template folder to access its Templates. Each row shows the related Template’s current version, and the date on which it was last updated. To the right of the Last Updated column you’ll access the Actions menu.

Move Templates into their appropriate folder by either dragging them to the folder individually, or in bulk.

Perform bulk Template actions when you check multiple checkboxes in the table’s All column. Use the Bulk Actions menu to delete or move multiple Templates at once.

Build new Templates in the Template Editor when you click Build. Update your existing Templates when you click a Template’s row to open it in the Template Editor.

Organize and manage your Templates with Template folders

In addition to helping you stay organized, Template folders are also a way to refine Group permissions to specific Templates and Forms.

When you click Create New Folder, the New Template Folder modal will appear. Here, you’ll assign a folder’s name and Group-based permissions.

Screenshot displaying the “New Template Folder” modal in the Templates tab of the GoFormz web app.

Assign Template folder names that will be easily recognizable to both you and your Form Users. Folder names can be up to 50 characters long.

Your folders display in alphabetical order. If you include numbers or non-alphabetical characters - like an exclamation point or asterisk - those folders will appear near the top of your list.

You’ll manage two sets of Template folder permissions for each of your account’s Groups: Use Templates and View all Forms.

Catch up quick: The permissions managed when you set up a new Template folder are the same permissions managed in Group Settings Template folder access section.

Child Groups can also have unique permissions - but remember, Child Groups inherit the permissions from their Parent Group.

Use Templates provides the corresponding Group with the ability to fill out Forms using the selected folder’s Template.

If a user is responsible for building and managing Templates in your account, you’ll also need to allow the Group they’re in with Use Templates permissions for the necessary folders.

View all Forms allows the matching Group’s members to view any Forms created by anybody - including members of different Groups - for the matching folder’s Templates.

Manage a folder’s details - or delete unneeded folders - when you access the Template folders Actions menu.

If you delete a folder, the Templates within that folder will automatically move to your account’s Main folder.

Screenshot displaying the location of the Template folders Actions menu in the Templates tab of the GoFormz web app.

Within your folders, you’ll manage individual Templates with Template actions.

Template actions

Manage an individual Template’s details when you access the Actions menu (. . .).

Screenshot displaying the Template actions menu in the GoFormz web app.

Click Edit to open the corresponding Template in the Template Editor. Here you’ll access and manage your Template’s views, page elements, and field properties.

Access either Template Events or Workflows to navigate to the respective section of the web app. If you’ve set up any automations for your Template, they’ll automatically display when you navigate to Workflows or Template Events from the Actions menu.

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