You can duplicate forms and their associated entries both within an organization and from one organization to another. Forms that have been archived (but not deleted) can be copied as well. Please note that when you copy entries from payment forms, the associated payment information (including the payment summary and transaction summary) is not copied over.
Copying a form
To copy a form:
Open the All Forms home page of the organization containing the form you want to copy.
Hover over the form title and then select the Copy option.
In the dialog that appears, you can edit the Copy settings:
- Title: Edit the title of the copied form.
- Organization: If you’re a member of multiple organizations, you can select the organization that you want to copy the form into.
- Folder: If your organization has form folders, you can select the folder destination.
- Entries: Optionally include all of the form’s associated entry data.
- Copy Connected Forms: Optionally copy the forms that provide data to Lookup fields. (This only applies when forms include Lookup fields.)
Finally, select the Copy button. Your copied form is automatically saved and will open in the builder. Be sure to review your form and make any necessary changes before publishing!
Copying Connected Forms
If your form includes data lookups, you can optionally copy the connected forms and entries. Please note that if you choose to not copy any connected forms, the Lookup fields on the copied form will still be connected to the original connected forms. In this case, you may need to update those Lookup fields in the builder. Additionally, if your Lookup field has quantity limits enabled, those quantity limits will be turned off when you copy the form.
Be sure to review the form settings, payment settings and submission settings of your copied form before submitting new entries.
|Settings||Copy Within Organization||Copy Between Organizations|
|Encrypt Entry Data||Yes||Yes|
|Use with Lookup Field||Yes||Yes|
|Limit Form Availability||Yes||Yes|
|Share as Template||Yes||No|
|Allow Entry Link Sharing||Yes||Yes|
|Entry Sharing Email||Yes||Yes*|
|Url of Embedded Form||Yes||No|
|Analytics & Tracking||Yes||No|
|Save & Resume||Yes||Yes*|
|Post JSON Data to a Website||Yes||No|
|Send to SharePoint||Yes||No|
*Content and settings of emails are copied, but specific From and To email addresses are cleared.
If copying within or to a HIPAA-compliant organization, the following settings are turned off:
- Allow Entry Link Sharing
- Notification Emails
- Confirmation Emails
- Save & Resume
- Entry Sharing