Design ITR templates

Design the ITR form layout, then publish it for use.

Before you begin

• Create the template first in ITR templates.

1

Open the designer

1. Open the ITR templates list.

2. Select the template.

3. Select Design Template (or Actions → Design Template).

ITR templates list

Open the designer

2

Understand the designer UI

Use these tabs and controls:

• Default: standard fields for preview and insertion.

• Favourites: saved field types for quick reuse.

• Insert: add the previewed field to the template.

• Cancel: close preview without inserting.

• Preview: verify the final form layout.

Designer tabs and controls

3

Add sections and fields

Common building blocks:

• Header

• Button Group

• Single Line Text

• Text Fields with Labels

• Radio Buttons / Checkboxes

• Table

• Text Box

• Date Picker

• Image

Available fields

Template layout

Preview the form

4

Save and publish

1. Select Save as Draft to save without activating.

2. Select Save & Publish to publish the template.

Save and publish

Clone and manage templates

• Use Clone Template to duplicate a template.

• Use a new title for the clone.

Clone Template

Use Actions to manage templates:

• Edit

• Delete

Template actions