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Copying a Form

How to copy a form

Copying a form lets you use an existing one as a template, which is helpful if you have similar forms with just a few differences. A form can be copied from the Edit Form tray or from the Form and Report Designer menu.
  1. From the Edit Form tray, click Copy. 
  2. The copied form's name appears in the Forms page.
  3. Or from the Form and Report Designer menu and click  (Copy) on the toolbar. The Copy Form window opens.
  4. The copied form’s name appears in the New Form Name field with "Copy" added at the end. You can rename it if you want.
  5. Click Save to save the copied form. It will appear in the same folder as the original. If the original wasn’t saved in a folder, you’ll find the copied form under the Forms menu. Roles, emails, workflows, and reports are all copied along with the form.