pen-rulerDesign PWL templates

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

Before you begin

1

Open the designer

  1. Open the PWL templates list.

  2. Select the template.

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

PWL templates list page.
PWL templates list
Actions menu showing Design Template option for a PWL template.
Open the designer
2

Add fields and build the layout

Designer controls match ITR templates (Default, Favourites, Insert, Cancel).

PWL designer UI showing tabs and controls.
Designer UI

Common field types:

  • Header

  • Button Group

  • Single Line Text

  • Text Fields with Labels

  • Radio Buttons / Checkboxes

  • Table

  • Text Box

  • Date Picker

  • Image

Field palette with available PWL fields.
Available fields
Designer canvas with a sample layout.
Layout
3

Preview, save, and publish

  1. Use Preview to verify the result.

  2. Select Save as Draft to save without activating.

  3. Select Save & Publish to publish.

Preview mode in the PWL designer.
Preview
Save as Draft and Save & Publish buttons in the PWL designer.
Save and publish

Manage templates

Use Actions to manage templates:

  • Edit

  • Delete

Actions menu showing Edit and Delete options for PWL templates.
Template actions

Last updated