Copy a Form

You can create a copy of an existing form instance rather than completing a form from scratch.

This can help save time and improve accuracy.

Make sure that you are working in the right project before copying a form. The project is shown under your user name in the upper right-hand corner of the dashboard.

  1. Click on Forms in the header.
  2. Locate the form you want to copy, click the More button for that form, and then select Copy Form.

    You can also open a form and select Actions > Copy Form.

A copy of the form appears. Note that the new form has a unique reference number, and the form status is set to the first status in the workflow. Modify the fields as needed.

Note that the following fields and items are not copied over to the new form:
  • All date and time fields. This includes answers in the "Date," "Date & Time," "Form Expiry," and "Time" question types.
  • GPS
  • Signature
  • Sketch
  • Photo Question
  • Comments
  • Associated tasks
  • Documents
  • Logical questions and predefined answers with actions associated with the answers
  • Data from secure groups