Save an item or layout for reuse
Forms gives you the option to create items or layouts that you can save in your form without having to save the entire design as a template. You can save an item you have created from scratch or reused from a specific template, for example, a button, a spacer, or any reusable form item or layout.
After you have added items to your form, you can create a saved item or layout in the form editor, and then use or delete it later.
Save an item
Saved items are items you have created from scratch and saved to reuse on your forms.
To save an item:
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In the editing area, hover your mouse over the item that you want to save, to display the Actions menu.
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To save your item, click
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In the Save as item dialog, enter the name of your saved item, and use the drop-down menu to select the organization and environments where you want the form to be copied.
To select multiple environments, press Shift while you click each environment's name.
To deselect an environment, click the cross to the right of the environment's name.
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Click Save to apply your changes.
The saved item now appears on the left-hand pane of Forms in Design mode, on the Items tab, in the Saved items section. You can now add the item to your design.
You can only save an item to another environment or organization is that item was created in your environment. You cannot save an item to another environment or organization if that item was shared with you from another organization or environment.
Save a layout
Saved layouts are layouts you have created from scratch and saved to reuse on your forms.
To save a layout:
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In the editing area, hover your mouse over the layout that you want to save, to display the Actions menu.
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To save your layout, click
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In the Save as a layout dialog, enter the name of your saved layout, and use the drop-down menu to select the organization and environments where you want the form to be copied.
To select multiple environments, press Shift while you click each environment's name.
To deselect an environment, click the cross to the right of the environment's name.
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Click Save to apply your changes.
The saved layout appears on the left-hand pane of Forms in Design mode, on the Layouts tab, in the Saved layouts sections. You can now add a layout to your design.
You can only save a layout to another environment or organization is that layout was created in your environment. You cannot save a layout to another environment or organization if that layout was shared with you from another organization or environment.
Delete a saved item or layout
You can delete a saved item or layout. This doesn't affect forms using the saved item or layout.
To delete a saved item or layout:
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Hover over the saved item or layout in the editor's left pane and click
.