Form templates in Formora provide a quick and easy way to start building your forms. Instead of starting from a blank canvas every time, you can choose from a library of pre-designed templates tailored for common use cases. These templates come with relevant fields and basic settings already configured, saving you time and effort.

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Benefits of Using Templates

  • Save Time: Get a head start with a structure already in place.
  • Best Practices: Templates are often designed with common use cases and user experience in mind.
  • Inspiration: Discover new ways to structure your forms or fields you might not have considered.
  • Consistency: (If using shared custom templates, where applicable) Ensure a standardized look and feel for forms across an organization.

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Accessing and Using Templates

When you decide to create a new form in Formora, you’ll typically be presented with an option to start from scratch or use a template.

1

Navigate to New Form Creation

From your Formora dashboard, click the ”+ New Form” or “Create Form” button.

2

Choose the 'Templates' Option

You will likely see an interface with tabs or sections, one for creating a “Blank Form” and another for “Templates”. Select the “Templates” option.

New Form Creator: Choosing between Blank Form and Templates

3

Browse the Template Gallery

Formora provides a gallery of pre-built templates categorized by common use cases, such as:

  • Contact Forms
  • Lead Generation
  • Event Registration
  • Customer Feedback Surveys
  • Job Applications
  • Order Forms
  • And more… Browse through the categories or search for a specific template.

Formora Template Gallery showing various pre-built templates

4

Preview and Select a Template

Click on a template card to see a preview or get more details about its fields and purpose. Once you’ve found a suitable template, select it (e.g., by clicking a “Use Template” or “Select” button associated with it).

5

Name Your Form & Create

After selecting a template, you’ll usually be prompted to give your new form a Title and an optional Description. Once entered, click the “Create Form” or “Create from Template” button. Formora will then generate a new form in your account, pre-populated with the fields, basic layout, and settings from the chosen template.

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Customizing a Template

A template is just a starting point! Once your new form is created from a template, you have full control to customize it to your exact needs using the Formora Form Builder.

  • Add, Modify, or Delete Fields: Change field labels, types, placeholders, or validation. Drag in new fields from the toolbox or remove existing ones.
  • Rearrange Fields: Drag and drop fields to reorder them on the canvas.
  • Adjust Field Properties: Modify any Field Properties like making fields required, adding help text, or setting default values.
  • Configure Form Settings: Change the overall Form Settings, including submission actions (success message, redirect URL).
  • Customize Layout & Theming: Apply different Layouts & Themes, change colors, fonts, and add custom CSS if needed.
  • Refine Conditional Logic: Templates might come with pre-configured conditional logic. You can modify these rules or add new ones to further tailor the form’s dynamic behavior.

A form created from a template, now ready for customization in the builder

Think of templates as a helpful launchpad rather than a fixed design.

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Saving Your Own Forms as Templates (Feature Availability)

Currently, the Formora NewFormCreator component focuses on utilizing a predefined library of templates provided by Formora. There isn’t an explicit feature visible in the core components for users to save their own designed forms as new, reusable custom templates within their account.

If this feature becomes available, it would typically involve an option like “Save as Template” within the Form Builder, allowing you to store a snapshot of your current form design (fields, settings, theme) for quick duplication later.

Workaround for Reusing Designs: Even without a dedicated “Save as Template” feature, you can always Duplicate an existing form from your main forms list in the dashboard. This creates an identical copy that you can then modify for a new purpose, effectively achieving a similar outcome to using a custom template.

Using templates is a smart way to streamline your form creation workflow and ensure your forms are effective from the get-go. This concludes the main sections on building forms. Next, learn how to effectively Share & Embed your creations.