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Create a Template
  • 07 Sep 2021
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Create a Template

  • Updated on 07 Sep 2021
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Article summary

A Designer entity can be made into a template. This is sensible for an entity that has properties you want to use for subsequent entities. Turning an entity into a template flags that entity as "Template" and makes it appear in the list of templates when you create a new entity of that type. The new template is treated like any other template; updates to the template are not retroactive.

To convert a Designer entity into a template, from the entity's Action menu, select Edit > Advanced > Make Template.
Click OK at the prompt.

Note on Changing Templates 
Note that adjusting and saving changes to a Template will not affect any of the Forms created with the Template. The updates will only be applied to the Template itself. 

Screen Shot 2019-07-24 at 11.25.14 AM.png


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