How to use a template's theme on different forms?

  • Profile Image
    Scandariato
    Asked on August 27, 2020 at 07:37 PM

    I'm currently on a trial.

    https://www.jotform.com/form-templates/new-customer-registration-form

    This template has the theme I want... but how do I use this theme in other new forms?

    Pau

  • Profile Image
    Kevin_G
    Answered on August 28, 2020 at 01:06 AM

    The templates cannot be used as themes, for example, if you use a template, this will create a new form. 

    Now, the one you shared has the "Upcoming" theme which can be added from the Form Builder, here are the steps: 

    1. Edit your form and click on the designer button:

    15985908862020-08-27_22h58_26.png

    2. Go to the "Themes" tab and use the "Upcoming" theme: 

    15985911782020-08-27_22h59_00.png

    I hope this helps. 

  • Profile Image
    Niko_N
    Answered on August 28, 2020 at 02:38 PM

    Greetings Pau,

    Thanks for providing a detailed screencast.

    I've activated the "Upcoming" theme for one of your forms. Thus, could you please check if it is available under Used Themes now:

    Thank you!

  • Profile Image
    Scandariato
    Answered on August 28, 2020 at 04:17 PM

    Looks good! Thanks!

  • Profile Image
    Scandariato
    Answered on August 29, 2020 at 01:57 PM

    One more question: I made some customizations to the template. How do I save it for future use? 

    I went to https://www.jotform.com/mythemes -> "Create New Theme" but it then says "This form is not compatible with this designer."

  • Profile Image
    Patrick_R
    Answered on August 29, 2020 at 04:14 PM

    Hello!

    - I went to https://www.jotform.com/mythemes -> "Create New Theme" but it then says "This form is not compatible with this designer."

    You will see this error for the forms using the "Upcoming" theme as it is not yet available to be created as a theme. For many other themes, including our Default theme, you won't see this message.

    However, you have the option to save the same as a template. These form templates can then easily be cloned to create a new form. But do note that this action is public. Your form template will be available to be cloned by the whole Jotform community.

    You can read more about this here: https://www.jotform.com/help/157-Sharing-a-Form-in-the-Form-Templates-Gallery

    BTW, we also have form cloning feature. Form cloning allows making a duplicate copy of the form (without its submissions). As you need to create a template for personal use only, you can keep using this from and when the need arises, you can clone your own form to make a new copy of it.

    You can read more about this feature here: https://www.jotform.com/help/27-How-to-Clone-an-Existing-Form-from-Your-Account

    I hope this information helps. If you have any further questions, feel free to ask.

    Thank you!