How to edit a template

How to edit a template

Templates are where custom forms are created and edited.  Use these templates for your application or support ticket.  

Permissions

If you do not have permission or you have no templates to edit, contact your account representative.  During new community onboarding, your templates may not be editable from the start.    

Where to edit a template


1.  In The Application Portal, Templates.
2. Select your the template you wish to edit.    

Overview

Tabs

Form: Edit your form in this tab.  These are the fields that will appear for your patron.  
Calculations: These are the behind the scenes calculations.  Used to create fees, add passes, etc.  
Constants: These are used in calculations.  Values that change over time are edited here.   
Preview: Preview your form prior to saving.  (Your edits are not live until you hit the Save button)


Buttons
  1. Save: Any edits are not saved until you click the SAVE button.  
  2. Close: Exit the editor.  Any unsaved changes will be lost.    

Adding/Editing Form Fields
  1. Plus Icon: Add a new field to your form.
  2. Insert Icon: Add a field from your clipboard to your form.  
  3. Hand Icon: Move a field.
  4. Pencil Icon: Edit the field's properties.
  5. Cut Icon: Cuts an existing field out of your form and adds it to your clipboard. 
  6. Copy Icon: Copy an existing field to your clipboard.  
  7. Trash Icon: Deletes a field permanently. (See tip**)  
  8. Unique Field Attributes: Each unique field type has attributes you can edit or add.  

How do I edit help text?
  1. Rich Text fields are edited directly in the field.  
  2. All other fields are edited by clicking the Pencil Icon and editing the attributes.
  3. Warning! In most cases do not edit the Field Name.  This may disrupt calculations and logic.  Filed Names are never visible to the end user.