Creating Form Templates
Form Templates control how the data entry form appears for a data definition. To create a new Form Template,
-
Navigate to Content & Data → Dynamic Data Lists.
-
Click the Options icon () at the top-right and click Manage Data Definitions.
-
In the list of data definitions click the definition’s Actions icon () and click Manage Templates.
-
Click the Add icon () and click Add Form Template.
-
Give your template a name, then expand the Details section and give it a description.
-
Scroll down to the graphical designer in the View tab, and make your desired changes. For example, you can move or delete fields, change field labels, and more.
-
Click Save when you’re finished.
Alternatively, you can create Form Templates from the Dynamic Data Lists Display widget:
-
Follow the instructions in the Creating Data List article for adding and configuring the widget in a Site page. Make sure to configure the widget to show the list you’re creating a template for.
-
Click the widget’s Add Form Template link. This opens the same form as above for creating a form template for the list’s definition.