After you have added a Form Template, you can work with the item as you would other items. For example, you can delete, rename, copy, reserve, or move it; make a shortcut to it; make it a News item; set notification; view its properties; or add it to your Favorites page. In addition, you can create Versions of the Form Template. For more information about working with items, see Quickstart Help. For more information about News items, see Working with Channels and News.

Managing Form Templates

Form Templates are versionable items. Each time you save a Form Template, the system automatically creates a Version of it. You can delete a Version or view a Version's properties. If you want to protect a Version from being overwritten, you can lock it. If you want to remove multiple Versions, you can purge as many as you want in one operation. Also, you can associate a Version with a separate database table to make the SQL Table revision and submission mechanisms available when users base Forms on the Template.

If you have installed the PDF Forms or eForms module, you can add PDF Forms or an eForm as a custom view (Form Template version).

For more information about working with PDF Forms, see Using PDF Forms.

For more information about working with eForms, see Using eForms Management.

Deleting Form Templates Associated with a Database Table

When you delete a Form Template that is associated with the SQL table, the system removes the Form Template, but not the SQL table associated with it. It does not remove the SQL table in case other Form Templates are using the same SQL table for storage. If you want to remove an SQL table associated with a Form Template, you must manually delete it.

	Note: An existing Form may lose some saved data if you add a Form Template Version that excludes fields that existed in previous Versions. Currently, it is not possible to determine whether other Forms are using the same SQL table.

Viewing Specific Information

You can view the following Form Template information by clicking the Form Template's Functions icon, selecting Properties and then Specific:

• Current Version – The number of the most recent Version of the Form Template, and how many Versions are currently available.

• Max. Versions – The maximum number of Versions that Content Server stores of this Form Template at any given time. When the maximum number of Versions exist and a user adds another one, the system automatically deletes the oldest Version.

• Associated SQL Table – The name of the database table that is associated with the Form Template. If no SQL table has been associated with the Form Template, this field is blank.

• Search Region Names – After upgrading to Content Server 16.0.0, creating a new Form related to a Form Template will have search regions named with the format, “OTForm_<TemplateID>_<AttributeID>” where <TemplateID> is the object ID of the Form Template and <AttributeID> is the ID of the attribute within the Form Template. The naming format for search regions derived from Forms related to existing Form Templates will remain unchanged.  This option allows a conversion to the new format. Once this option has been selected, any further indexing of related Forms will use the new search region naming format. After selecting this option, it is recommended that any related Form objects be re-indexed and care should be taken with existing saved searches which may rely on the name of the existing search region.

	Note: If you have Delete Versions permission for the Template, you can modify some specific information.