Save as Template for Entry Forms

    Overview

    Organisers can save any entry form as a reusable template and apply it to future events with a single click. Templates are scoped to an organisation and are managed through the Entry Form Builder. This eliminates repetitive configuration of common form structures (e.g., standard dressage entry forms, show-jumping forms, or club annual membership forms).

    Who Should Use This Feature

    Perfect For

    • Event organisers who run recurring events with the same form structure
    • Club administrators standardising entry forms across all their events
    • Pony clubs and associations maintaining consistent membership application forms

    Prerequisites

    • You must be an admin of your organisation
    • Your organisation must have Form Builder access (Premium or above)

    Key Features

    📋 Template Library

    • Store multiple reusable form skeletons per organisation
    • Each template captures all entry form fields, labels, ordering, validation rules, data source bindings and the form's rules (see Entry Form Designer, Rules and Event Templates)
    • Templates are listed in reverse-creation order on the management page

    💾 Save Existing Form as Template

    • After configuring an entry form on an event, save it as a named template
    • The template name, description, and full field configuration are stored

    ⚡ Apply Template to New Event

    • When creating a new event's entry form, select any saved template to pre-populate all fields
    • Fields are copied from the template — modifications on the event do not affect the template

    ✏️ Template Management

    • Rename or update any existing template
    • Delete templates that are no longer needed

    How to Use

    Saving a Form as a Template

    1. Navigate to your event and open the Entry Form Builder
    2. Configure your form fields as needed
    3. Click Save as Template at the top of the form builder
    4. Enter a Template Name and optional description
    5. Click Save — the template is now available across all your events

    Applying a Template

    1. Open or create an event and go to the Entry Form Builder
    2. Click Load Template
    3. Select the desired template from the list
    4. All fields from the template are added to the form
    5. Customise as needed for this specific event

    Managing Templates

    1. In the organiser menu, open the Communications submenu and click Entry Form Templates
    2. View all saved templates
    3. Click the pencil icon to rename or edit a template
    4. Click the bin icon to delete a template (this does not affect events already using it)

    Configuration

    No additional configuration is required. The feature is automatically available to Premium and higher subscription tiers that have Form Builder access.\n\n---\n\nSource: wiki/features/ENTRY_FORM_TEMPLATES.md \nLast synced: 2026-09-07 11:46:40 UTC

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