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Form Blueprints, Snippets and Smart Snippets

Creating and Using Blueprints

Form blueprints let you save a form design and then reuse it as the starting point for new forms.

Create a blueprint

Blueprints can be created from the forms explorer in the same way as any other type of form. Right-click on the group where you would like to create a blueprint and select "Create a form" then "Blueprint".

Alternatively, a blueprint can be created from an existing public or private form. Right-click on a form and select the "Create a blueprint using..". Edit the form as required and click "Save this blueprint" in the action panel.

Using a blueprint

Once a blueprint exists, it can be used as the starting point for creating new forms. Right-click on a blueprint and select "Create a form using.." A copy of the blueprint will be opened in the standard form editor for you to work on as a new form.

Last modified on May 28, 2024

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