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Building Custom Templates

Create custom templates tailored to your specific workflows. Use the drag-and-drop template builder to design forms that capture exactly what you need.

Template Builder Interface​

Left Panel: Field Types​

Available fields to add:

  • Text fields
  • Number fields
  • Dropdowns
  • Date pickers
  • Rich text editors
  • File uploads
  • Checkboxes
  • Custom fields

Center Panel: Canvas​

Drag fields to design your form:

  • Multi-column layout
  • Collapsible sections
  • Organized groups
  • Logical flow

Right Panel: Properties​

Configure each field:

  • Label and placeholder
  • Required/optional
  • Validation rules
  • Default values
  • Help text

Building Process​

  1. Click New Template
  2. Enter template name
  3. Drag fields to canvas
  4. Configure each field
  5. Organize sections
  6. Add validation
  7. Preview form
  8. Publish

Field Configuration​

For each field set:

  • Name — Internal identifier
  • Label — Display text
  • Help Text — Guidance for users
  • Placeholder — Example input
  • Required — Mandatory field
  • Validation — Rules (email, length, etc.)
  • Default Value — Pre-filled content

Best Practices​

  • Keep templates focused
  • Use clear field labels
  • Add helpful guidance
  • Group related fields
  • Make only essentials required
  • Test template first
  • Version control changes

See Also​