Whether you regularly use a specific combo of text fields, dropdowns, or email inputs, Field Templates allow you to save and reinsert these grouped elements with just a drag-and-drop.
In this article, you'll learn how to:
Create a Field Template
Save a Field Template
Delete a Field Template
Creating a Field Template
To create a Field Template:
Open the Form Builder
Navigate to a form (new or existing) in the Form Builder.Add Elements to the Canvas
Drag in the elements from the toolbox (right-hand side) that you want to group—this could be anything from text fields to checkboxes.Select Multiple Elements
Click, hold, and drag your cursor around the elements you want to include.
This will highlight them all.
Access Grouping Options
Once the elements are selected, a "Lock Group" slider will appear on the right-hand side.
Alternatively, you can right-click on your selection to access the same options.Lock the Group
Toggle the Lock Group slider to lock the selected elements together.
Saving a Field Template
Once your group is locked:
Click “Save Group as Template” in the top toolbar
Or right-click on the group and select “Save Group as Template” from the menu.Name Your Template
A dialog box will appear—enter a name that makes sense for your template (e.g., "Customer Contact Block").Click Save
Your saved template will now appear in the "Templates" tab within the toolbox on the right-hand side.
Now you can:
Reuse this template in any form
Simply drag and drop the entire grouped element onto a new form
Deleting a Field Template
To delete a saved template:
Go to the Templates tab in the toolbox
Locate the template you want to delete
Click the trash/delete icon next to its name
This will permanently remove the Field Template from your account.
Use Cases for Field Templates
Contact details (name, email, phone)
Address blocks
Reusable signature & date elements
Industry-specific data fields (e.g., job site checklists)