Form templates

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Learn about the Form Templates component in the tabs sidebar for a Configurable Workspace record page.

    Form templates simplify the process of submitting new records by populating fields automatically. Agents can create form templates and update existing form templates to automate data entry on reoccurring records.

    It appears as a tab within the tabs sidebar for a standard record page.

    Form templates in a Configurable Workspace

    The Form Templates component enables agents to create and update form templates. It's configured and customized by admins in UI Builder. For information on Form Templates component configurations, see Form Templates UIB Setup.