Templates and scenarios: import, export and edit

Save time on building fully custom use cases and easily share them with other users. Download editable templates for free and adapt them to your business needs. Plus, you can export them to share with other people. Learn how!

How to import and edit a template

To import a template, simply go to the marketplace, choose the one that best suits your needs and click on the 'Use template' button. You can also access them from the editor, after clicking on the 'Create form' button.

If you are not logged in, you will have to log in or register and choose in which workspace you want to save the template. Then a configuration wizard will be displayed to edit the name of the form and the flows connected to it, if any.

If the template includes flows, the wizard will also display a connection settings You can select any connection of that integration stored in the vault of that workspace or create an empty connection to configure it later.

Once the template has been imported, you can:

1. Add fields and steps. Create new form steps and edit the existing ones, by just dragging and dropping fields from the menu. Plus you can create custom fields using the HTML block component.
2. Edit texts and styles. Click on the texts to edit them and open the ‘Design’ tab to edit fonts and colors. If you have coding skills, you can use all these CSS variables.
3. Add logic using flows. Edit the flows connected to the form or create your own ones to build custom server-side logic. Learn here about the types of flows that exist, and what actions and integrations are usually run in each of them.
4. Test and embed. Finally, click on the ‘Preview’ button to test the form and the flows. Now you can get the code to embed it anywhere!

Once everything is set up, you can export the new scenario to share it.

What is a scenario?

In Arengu, we call a scenario a form and all flows connected to it. You can export a scenario in JSON format in one click and import it just by dragging and dropping the file.

Thanks to this feature you will be able to:

• Share use cases. Easily download your forms and the flows linked to it, and share them with the Arengu user community.
• Create backups. Create a backup of your scenarios in just one click and save it to your computer. To retrieve that version, just import it back into the form editor.
• Test faster. Make the changes you want to test without having to create the scenario from scratch. Duplicate it in a single click and edit it in minutes.
• Deploy easier. Save time when working with more than one dev environment. Export scenarios from preproduction and import them to production, in no time.

How to export a scenario

To export a scenario, open the form you want to export and click on the 'Export scenario' option that drops down from the 'Preview' button. 

The scenario JSON file will be downloaded automatically in your browser. 

Connections data stored in the vault will be automatically deleted in the JSON file. If you are still using legacy connections, remember to remove them before exporting.

How to import a scenario

To import a scenario, go to the forms editor and click on the 'Import scenario' option that drops down from the ‘Create form’ button, to open the import wizard. 

First, select or drag and drop the JSON file of the scenario that you want to import.

Next, and if necessary, edit the names of the form and the flows connected to it.

Finally, adjust the connections of the actions of the flows that you are going to import.

Connections settings

The wizard will automatically check the connections for matches, but you will be able to edit these settings. This automation works as follows:

• If the connections already exist in the workspace you are importing the scenario to, they will be selected automatically. 
  

• If you have several connections for an integration, you can select the one you prefer to use by clicking the edit icon.
  

• If the connection doesn’t exist in the workspace, you can create a new connection by clicking on the edit icon. You can save the connection with the corresponding data or create an empty one to configure it later.

Once the connection settings are ready, click on the ‘Create’ button. The scenario will be automatically imported into your workspace with these new settings.

Haven't found the template you needed? Get in contact with us!