How to copy a Form Template



There will be instances when you will need to create a form template that is similar in build to a currently used form.  Instead of starting from scratch, you are able to copy a current form, and then make the changes to reflect your specific needs.


To copy a form template:


  1. Go to the Form Template List.




2. Click the Copy link under the Action(s) column.


This will then copy the entire form, including the form steps and questions. 


3. This will then take you to the Manage Form Template page.




4. Make sure you change the Form Name and Form Step Names, as duplicate names will make it hard for the end user to decide which form to use.




5. Now you are able to add and delete questions in accordance to the form design.  Save your changes by clicking the Save button.


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