Templates and field library

What you’ll achieve: Create a new form from a built-in template and keep commonly used fields in your personal Field Library so you can insert them into future forms without reconfiguring them.

Prerequisites

You need administrator access to the Plattio Forms admin screens. In the WordPress admin you will use the Plattio Forms menu and the visual Form Builder.

Pick and use a bundled template

1. Open the WordPress admin menu: Plattio Forms → Add New / Builder (page=plattio-forms-builder).
2. If you open Add New without a form or template selected, you are redirected to the Templates chooser: Plattio Forms → Templates (page=plattio-forms-templates).
3. In the Templates screen find a template that fits your site. Each template shows an icon, title and description. Click the Use Template button to open the builder with that template preloaded.
4. Note: if a template requires WooCommerce and WooCommerce is not active, the template’s button will be disabled and labeled Requires WooCommerce. Choose a different template or activate WooCommerce to use that template.

Common bundled templates include: blank, contact, quote, feedback, newsletter, job and a warranty_claim template (the warranty template requires WooCommerce).

Use the template in the Builder

1. In the Form Builder the template appears as the form schema: fields, notifications and default settings are prefilled.
2. Edit field labels, placeholders and settings as needed. Use the Builder controls to add or remove fields, change styling or configure notifications.
3. When ready, save the form using the Builder Save control. The builder returns form details (shortcode, edit and entries links) after a successful save.

Save a field to your personal Field Library

Saving fields saves you time when you repeatedly use the same field configuration (for example a multi-part Name field, a complex product selector or a file uploader with specific limits).

1. In the Builder, open the field you want to reuse and confirm its settings.
2. Use the Builder action to Save field to library (this control appears in the field’s settings within the Builder).
3. Enter a name for the saved field and confirm. Saved fields are added to your personal Field Library and become available in the Builder so you can insert them into other forms.

What to expect after saving

• The Builder shows a success message: Field saved to your library.
• The saved item appears under your Saved Fields in the Builder and can be inserted into any form you edit in the Builder.

Manage (delete) saved fields

1. Open the Builder and view your Saved Fields / Field Library area.
2. Find the saved field you want to remove and use the delete control for that saved item.
3. Confirm deletion. On success you will see the message: Saved field deleted.

Limits, validation and common errors

• Each user can save up to 100 saved fields. If you try to exceed this, the save fails with: The field library can contain up to 100 saved fields per user.
• Saved field names must be provided and are limited to 80 characters. If you omit a name you will see: Enter a name for the saved field.
• Saved field JSON payloads are size limited; large field definitions may fail (server returns: The field could not be saved. for oversized/invalid data). The Builder enforces a payload size limit on save.
• Saved fields are per-user. You only see and manage the fields you saved; other users have their own libraries.

Troubleshooting

• If saving a field fails with a permission error, confirm your account has the capability to manage forms (administrator or a role with Plattio Forms management rights).
• If a template shows Requires WooCommerce, activate WooCommerce to enable that template or choose another template.
• If you get a server error when saving a field, try simplifying the field configuration (remove very large default values or attachments) and try again. If problems persist, check server logs and retry later.

Summary — what you’ll have after these steps

After following these steps you will have a new form created from a packaged template and one or more fields saved to your personal Field Library so you can quickly reuse complex or frequently used fields in future forms.

Exact admin screens referenced: Plattio Forms → Add New / Builder (page=plattio-forms-builder), Plattio Forms → Templates (page=plattio-forms-templates). Template button labels: Use Template and disabled label Requires WooCommerce. Field Library actions: Save field to library and deletion control; success messages described above.