Organizers can save items and forms they have created to their library for use on other collections or pages. This is a real time saver when needing to add complex items or forms with numerous questions to multiple collections.
Saved items and forms
Here are a few important points related to saving items and forms:
- Each saved item or form must have a unique name.
- Saved items and forms can be accessed from any collection builder.
- The P2P product sales fundraiser builder will not display recurring amount items in the item library.
Steps to save an item or form
Take the following steps to save an item or form to your library:
- Create an item or form in any one of our builder paths (.ie Event, Online store, etc.)
- From Build > Items or Build > Forms, click the three dot menu on the card for the item or form you wish to save. Select "Save to Library" from the dropdown menu.
- Edit the name of the item or form, if desired, and click Save.
Steps to use a saved item or form
Take the following steps to add a saved item or form to your page:
- From Build > Items or Build > Forms, click the orange button to "Add Item" or "Add Form".
- From the modal choose the "My Item/Form Library" option.
- This will open the Item/Form Library modal.
- Find the item or form you wish to add by using the search field or filtering by type.
- Click "View item or form" first to confirm it's content (if desired).
- Click "Use saved item/form".
- The item or form will be added to your page in the last position and the library modal will close.
- The item or form can now be edited if necessary.