Template Overview

   MaestroPreviously known as Transact Maestro.  |   Form BuilderTemplate Designer |   21.11 This feature was updated in 21.11.

Maestro allows you to create and use templates to accelerate form development process and unify look and feel of forms.

If your organization creates forms using our Maestro product, they probably intend to create multiple forms with similar layouts and styles. To streamline this process, Maestro allows you to use templates. You can think of a template as a form that is published in a library so it can be used as a starting point in a new form development.

The primary purpose of a template is to define a structure that can be used across multiple forms. A template usually includes a header, footer, and navigation or progress bar. You might, for instance, want to use the same header, footer, and navigation for more than one form. To accomplish this, you can create these components once and place them in a template. Then, when creating a form, you select a template so the form is populated with these components.

From that point onward, any changes made to the template — and any changes made to the components in that template — will be reflected in any forms using the template.

Templates are also responsible for brands, which are used to control the appearance of templates, including their colors, heights, widths, and padding.

All templates have a default brand that cannot be deleted. Most organizations will only need this default brand. You can, however, create multiple brands to create variations of a template. This is called white-labellingWhite-label software is software that is purchased by a company from a service provider and re-branded as its own.. Maestro editor gives you all mechanisms to create your own while-label brands.

Here are a few reasons why you need templates:

  • Avoid implementing the same styles and behavior in multiple places
  • If you have multiple forms with similar styles, the only way to implement those styles across the forms without templates is to duplicate the work. Even if you're just working on a couple of forms, this is an unproductive use of time.

  • Update the look and functionality of multiple forms at once
  • When the design of forms are based on a template, updating the design of those forms is simply a matter of publishing a new version of the template. The changes will be automatically reflected in any form using the template.

  • Prevent Form Builders from introducing inconsistencies into the design of a form
  • When designing a template, you can use Extension Points to control what parts of the template the Form Builders can edit and add content to. This prevents them from making changes that should be made within the template, ensuring consistency across dozens (or even hundreds) of forms.

  • Design templates and forms simultaneously
  • Templates and forms can be developed independently and simultaneously. This improves the overall workflow, as Template Configurators and Form Builders won't cause any conflicts as they will work on different resources - a template and a form..

  • Work faster with a fully-fledged starting point
  • In Maestro, all templates must be based on a template that we've bundled with the software. These templates are feature-rich starting points that allow you to quickly implement styles and functionality specific to your organization, rather than having to repeatedly reinvent the wheel.

  • Save time (and money) with less testing
  • You can't avoid testing your templates and forms entirely, but because your templates will be based on one of our templates, you'll benefit from the testing we do in-house.

In Maestro, all forms need to be based on a template. Templates are responsible for the look and feel of forms. By using templates, you can define a source of truth for how an organization's forms should look. Then, if the organization wants to update the look of its forms, the changes only need to be made in the template, rather than in each form.

Templates are created in the same Maestro editor that's used for creating forms. The same components are available via the Palette pane, but you'll mostly use different components in a template than you would in a form.

Typically, templates contain components that you want to appear consistently across forms. They don't contain content that will most likely be different across forms, such as form fields or Page components.

The table below provides examples of components that typically appear in forms, templates, or both templates and forms. Maestro allows you to put any component in both templates and forms though, so these examples are just guidelines, rather than strict enforcements.

Templates Only Forms Only Templates & Forms

Template Controller

Page Controller

Section

Narrator Controller

Page Group

Button

Progress Bar

Page

Image

JavaScript Library

Text Field

Text Display

Web Font

Dropdown

Block

Within a template, it's also possible to define Theme Options and Item Properties, which can then be used to configure a template without diving into the underlying code. These features are intertwined with brands.

When creating a template, a Template Designer will:

  1. Define the structure that surrounds a form (header, footer, navigation, etc)
  2. Define what Theme Options and Item Properties can be configured at the brand-level

Maestro comes with several ready-to-use templates:

Next, learn how to change default properties.