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Templates & Configuration Sharing

The templating engine allows you to replicate configurations across staging and production environments without rebuilding forms manually.

Template Options


  1. Open the target panel in the Panel Editor.
  2. Click Template in the action toolbar.
  3. Configure naming, metadata tags, and visibility (Public or Private).
  4. Save to your organization’s template inventory.

For direct, private migration between servers:

  1. Open the Panel Editor and select the Code icon.
  2. Copy the generated XXXX-XXXX-XXXX token.
  3. On the destination server, select Create Panel > Import from Code and paste the token.