Use a Custom Designer Element as a Template
  • 19 Oct 2021
  • 1 Minute to read
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Use a Custom Designer Element as a Template

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Article Summary

Overview

Designer Elements in Decisions can be used to create a new Template for future iterations of the same Element Type. For example, a Form designed to be an "Example Form" can be used as a Template. When this happens, a user can choose the "Example Form" Template when creating a new Form which will load the template build in the Form Designer automatically.

Example

  1. The screenshot below shows the Example Form that was designed with a custom layout and a placed Button component. 
  2. The Form is saved and the Designer is closed.

  3. In the Designer Project, open the Action Menu by right-clicking the name of the element, then navigate to Edit > Advanced > Make Template
  4. The template will inherit the name of the element, meaning the name of the element will appear in the CREATE template list. 
  5. A pop-up will appear confirming that this item will be used to create a template. Select YES.

  6. Select the CREATE option for the element type in a Designer Project. 
  7. For this example, CREATE FORM is selected. 
  8. In the Create Form window, the Example Form { template } is selected from the list and a name is provided for the new Form. 
  9. The new Form loads in the Designer with the pre-built template design. 
    Note on Changing Templates 
    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. 


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