Share as a Template

Quick reference

• 00:04 If we've spent quite a lot of time creating a form and
• 00:08 making it look really nice and engaging, it might be that we want
• 00:13 to reuse that form template over and over again for other Forms.
• 00:17 So we can effectively save any form as a template and
• 00:21 then load it up whenever we need to and just change the details.
• 00:26 The styling and the look of the form will remain the same.
• 00:30 So this is one of those really great time-saving utilities because it just
• 00:33 means you don't have to start the form all over again from scratch and
• 00:37 apply exactly the same options.
• 00:39 So how do we save our Customer Satisfaction Survey as a template.
• 00:44 Well, we're going to go up to our three dots in the corner again.
• 00:48 We're going to go into Collaborate or Duplicate.
• 00:51 And this time we want to go to this Share as a template section.
• 00:55 Notice underneath it says Get a link to duplicate.
• 00:59 And if we hover over this, we get a screen tip that says Allow others to use this
• 01:04 as a template and make it their own.
• 01:06 Responses are not included.
• 01:08 So that's a really important point to note.
• 01:10 If this form has already got some responses, when we copy it as a template,
• 01:15 it's not going to include those.
• 01:17 So let's say get a link to duplicate.
• 01:19 It's going to give us this little link.
• 01:21 I'm going to copy it and then we can paste it into whatever application we want.
• 01:26 So I'm going to switch across to Outlook, and I'm just going to send this to myself.
• 01:29 So there we go.
• 01:30 I've created a new email.
• 01:31 The subject is Template link.
• 01:33 And I've simply just press Ctrl+V to paste in that link.
• 01:37 So now when I click on Send, that's going to send that link through to me.
• 01:41 Now obviously, in a real-life situation, you wouldn't be sending it to yourself,
• 01:46 you'd probably be sending it to a colleague so
• 01:48 that they can reuse this template.
• 01:50 But just so you can see how this looks, there is the email and
• 01:53 I can then click on the link, it's going to jump me across to the form, and
• 01:58 check out what I have at the top, Duplicate this form to use as your own.
• 02:02 So I'm going to say yes, let's duplicate it.
• 02:05 It's going to load it up into Forms.
• 02:08 Now notice because I've sent it to myself and
• 02:11 I already have a form called Customer Satisfaction Survey,
• 02:15 it's got Copy in brackets, but this is now essentially a copy of the previous form.
• 02:20 I can go in and maybe I want to keep the look and feel, the style of it, but
• 02:24 I just want to go in and make some changes to the questions that we're using.
• 02:28 And if we go back to the Forms homepage or the Forms start page,
• 02:32 I should say, notice I have two copies of the same form.
• 02:36 That's the original.
• 02:37 This is the copy.
• 02:38 So the first thing I would probably do here is go in and rename this form.
• 02:42 So let's open it up.
• 02:43 I can click in the header area just here,
• 02:45 and I can give it a completely different name, Supplier Survey.
• 02:49 And I now have another form based off of a template.

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