The Copy Form Plugin allows users to quickly duplicate existing forms within their workspace. This is especially useful for those who need to reuse the same form structure across multiple processes or workspaces without manually recreating each field.
With just a few clicks, users can select a form, rename it, and choose a destination workspace. The plugin streamlines the process of form duplication, saving time and ensuring consistency across teams.
🔄 Note: While the plugin copies the form’s structure and fields, it does not transfer over conditional rules, field requirements, or calculations. These will need to be manually reconfigured in the new form.
How to Copy a Form Using the Plugin
Follow the steps below to copy a form using the plugin:
Go to " Settings and Tools" at the top right hand side of your workspace
Click on the Plugin.
Select a Workspace.
If you have access to more than one workspace, choose the one containing the form you want to copy.Choose the Form to Copy.
Select the specific form you'd like to duplicate.Name the New Form.
Enter a name for the copied version of your form.Select the Destination Workspace.
If you have access to multiple workspaces, choose where the new form should be saved.Click "Copy Form."
Once you've filled out all required fields, click the Copy Form button to complete the process.