MaestroPreviously known as Transact Maestro. | Form Builder | 5.1 & Higher This feature is related to 5.1 and higher.
Maestro allows you to create templates that accelerates form development process and unifies look and feel of forms, which are based on the templates. Templates are mostly created by Template Designers.
In Maestro, a template is the starting point for all forms. Templates contain the style, brand, colors, and other configurations used by Maestro forms. Each Maestro project contains one or several default templates, which include some default assets and resources. A Template Designer decides what assets and resources belong to each template. However, templates should be used by form developers as a guideline when working on new assets and resources.
New templates are always created based on existing or default templates. Creating a new template from scratch is extremely difficult and time-consuming so it should only be undertaken by an experienced Template Designer. We recommend starting with creating a placeholder template first, which is a simple custom template that contains the correct extension points, but no other styling elements. This allows a Form Builder to start using it right away for form development. Then, the placeholder template is further configured and customized by a Template Designer to follow the branding requirements. This approach allows the Form Builder and Template Designer to work simultaneously and the Form Builder can begin work immediately on the form.
To get a new template and start using it, you should:
Let's look at each of these steps in more detail.
To create a template:
The template should open in a new tab. If the template doesn't open, verify that it hasn't been blocked by your browser's pop-up blocker.
Once you have created your new template, you will need to set an extension point to restrict form's content for a Form Builder to modify.
After the extension points are added, you need to publish the template so that the Form Builder can create a form based on it. We will call this template the placeholder template. The placeholder template needs to be published to an organization's library so new forms can be created with this template.
When creating new forms, there are several default templates available for selection. Additionally, you will have access to several custom-built templates specific to your business. When selecting a template for a new form, always select one of the custom-built templates, as the default templates can't be edited and should only be used for creating new templates.
Now that the placeholder template has been published, the Form Builder can create a form and begin development. While the Form Builder is working on the form the Template Designer can further configure and customize the template. At various stages of template development the template can be published when required. Any changes to the template will be seen by the Form Builder as they develop the form.
Next, learn how to publish a template.