Article Content

Overview

Creating a duplicate form allows you to create similar forms (for both navigation and standard form types) for the same object type without having to entirely recreate a new form.

Newly duplicated forms are created with a _COPY suffix (e.g. creating a duplicate of a form called “New Incident” will create a new form called “New Incident_COPY”). You can edit the name and description for duplicate navigation and standard forms, and the elements and sections on a duplicate standard form, however, a duplicate form can only be associated with the same object type as the original form.

User Account Requirements

The user must have Administrator permissions in order to access the Admin Overview screen.

Required Information/Setup

Please see the Add Elements to a Standard Form article for more details on configuring form elements.

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Administrator Settings Menu

3. From the Admin Overview screen, click the Configurable Forms tile under the Views section.

Configurable Forms Tile

4. From the Admin: Configurable Forms screen, enter a form name in the Search field to narrow the search results.

Search Field

5. Click on a Form Name.

Form Name 

Creating a Duplicate Configurable Form

1. From the Admin: Edit Configurable Form screen, click the Duplicate Form icon.

Duplicate Form Icon

2. From the Confirmation pop-up, click the Duplicate button to duplicate the form. The newly duplicated form is created with a _COPY suffix (e.g. creating a duplicate of a form called “New Incident” will create a new form called “New Incident_COPY”).

Duplicate Button

3. Click the Pencil icon to edit the Name and Description fields on the duplicate form. 

Pencil Icon

Note: See the Add Elements to a Standard Form article for more details on configuring form elements.