Formaloo's template gallery is filled with professionally designed apps and forms to save you time and effort.
Whether you’re managing projects, handling customer support, or planning campaigns, you’ll find a template to meet your needs.
This tutorial will guide you through the process of using a template from the gallery, from selecting it to setting it up in your workspace.
Step 1: Pick a template and select your workspace
Browse and choose a template
Start by visiting Formaloo’s Template Gallery and browsing the available options. Once you've found a template that suits your needs, click the "Use Template" button.Select your workspace
After clicking the button, you’ll be prompted to select the workspace where you’d like to use this template. Simply pick the desired workspace from the dropdown menu.💡 Pro Tip:
To unlock all the advanced features of the template, make sure you're selecting an upgraded workspace. Upgraded workspaces allow for full customization, access to analytics, and integration options.
Step 2: Rename and update the logo
After selecting the template and workspace, you can customize the app to suit your needs.
To start editing, enable Edit Mode from the top-right side of the screen.
Change the logo
Click on the logo in the top-left corner of the app. You’ll see an option to upload a new logo or remove the existing one. Upload your desired logo to personalize the app.Rename the app
Next, click on the app's name, which is editable. Type in a new name that reflects the purpose of your app or aligns with your branding.Customizing the app logo and name is a quick way to make the template your own and give it a professional look.
Step 3: Customize page options
Once you’ve renamed and updated the app logo, you can further personalize your template by customizing the page options.
Access page options
To modify a page, click on the three dots (•••) next to the page name in the left sidebar, then select Page options from the dropdown menu.
Adjust font and page width
In the Page options menu on the right side, you can change the font style to Default, Serif, or Monospace to better match your branding or preferences.
You can also adjust the Page width to Standard, Wide, or Narrow, depending on how you want the content to be displayed.
These options give you the flexibility to fine-tune the visual appearance of your app for better usability and aesthetics.
Step 4: Add new pages and rearrange their order
To organize your app more effectively, you can either add new pages or create groups (menus) to include multiple pages under a single category.
Add a new group
Click on the + Add New button in the left sidebar.
Select New group from the dropdown menu.
Name the group to categorize your pages effectively. Groups allow you to organize related pages into one menu for better navigation.
2. Add a new page
Click on the + Add New button and select New Page.
You can add a Form, Table, Kanban, or another layout to this page.
Customize the new page based on your needs.
3. Reorder pages or groups
Drag and drop pages or groups in the left sidebar to reorder them.
Organize the structure of your app for a logical flow and better user experience.
Adding and rearranging pages lets you customize the structure of your app to better suit your workflow and user experience.
Step 5: Customize the style of your form for sharing inside the app
If you want your form to be used and submitted directly inside the app (for users who access the app), you can customize the form's style to align with your app's design and branding.
Access the form style options
Select the form page from the left menu.
Click on Style options in the top-right corner of the form page and select Embed option.
Customizing the form’s style is especially useful if you plan to share the app with users. A well-designed form enhances user experience and ensures a professional appearance.
Step 6: Customize your pages
Before sharing your app, you can further enhance each page by adding content, visuals, and other elements to make it more engaging and tailored to your needs.
Edit and customize pages
Click on the page you want to customize.
Use the Insert button in the top menu to add different elements like images, videos, text, charts, etc.
2. Enhance visual appeal
Add images or videos to provide more context or branding to your pages.
Use the style options to adjust fonts, colors, and spacing for a polished look.
Customizing the pages allows you to provide a personalized experience for users, ensuring that the app reflects your style and meets your goals.
For more details, check out the tutorial for inserting elements.
Step 7: Customize settings for Table, Kanban, Gallery, and Chart views
In your app, you can customize the settings for various views such as Table, Kanban, Gallery, and Chart to better organize and display your data.
Additionally, you can use the Import & Export feature to manage your data efficiently.
Access view options
Navigate to the page with your desired view (e.g., Table, Kanban, Gallery, or Chart).
Click on the Options button in the top-right corner of the view.
2. Customize the view
Use the Sort by option to organize data in ascending or descending order based on specific fields.
Apply Filters to focus on data that matches specific conditions.
Click Edit Base to add or modify fields, rename columns, or change the structure of the base form for the view.
Adjust the layout (e.g., for Gallery or Kanban views) to enhance usability and appearance.
These customization options are not limited to tables—they apply to all views, allowing you to tailor the presentation of data for different needs. For example:
Use Kanban for workflow management.
Use Gallery for visual displays like images or project cards.
Use Charts for data visualization.
Customizing views ensures your app is flexible and user-friendly, catering to both administrators and users.
3. Use Import & Export features
In the Options menu, you can find tools to import and export your data seamlessly:
Import data
Click Import data to add data to your current base.Existing data in the base will remain intact, and the imported data will be added.
This feature is especially helpful for bulk uploads or integrating data from other sources like spreadsheets.
Export this table
Use Export this table to download the data currently displayed in the table.This will export only the data with the applied filters and the columns visible in this view.
It’s useful for sharing a specific set of data with your team.
Full Export this base’s data
Select Full Export to download the entire dataset from the base.This includes all fields, even data not filtered in the current view.
Ideal for creating comprehensive backups or migrating data.
Step 8: Enable and share the public view of your app
Once your app is customized and ready, you can enable the Public View to share your app with others.
This feature is useful for sharing your app with users who need access without requiring them to log in.
Enable public view
Click on the Share button in the top-right corner of the app.
Toggle the Public view option to make the app accessible to anyone with the link.
A public link will be generated automatically.
Enable portal mode
Alternatively, you can enable Portal Mode to create a secure, personalized portal for your users.This mode allows users to log in and access their own data or interact with specific sections of the app.
For a step-by-step guide on how to enable Portal Mode and create a portal, check out this tutorial.
Copy and share the link
Copy the public or portal link from the popup and share it with your audience via email, social media, or other platforms.
Users will be able to access the app through the shared link and interact with it as needed.
Enabling the Public View is perfect for apps meant for general public access, such as forms, campaigns, or interactive tools.
Portal Mode is ideal for creating a secure and personalized experience for users, where they can log in and access specific information or tasks.
Access and manage sharing options
Once the public view is enabled, you can manage additional sharing options from the Share button:
Copy the link: Easily copy the public link and share it with your audience.
Add a custom domain: Customize the URL to match your brand or domain. Learn how to set up a custom domain.
Manage access: Use the Access management option to invite team members and assign roles. This is ideal for collaborating with colleagues. Learn more about managing access.