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Copy Form

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From the Form Builder page, you can copy forms. To copy:

  1. Select a form (row) to copy
  2. Click the Copy Form button on the toolbar

    1. The copy button is grayed out unless a form (row) is selected

    2. The copy function is only available to users in the Administrator security group
  3. Enter the properties of the copied form in the Create Form from Form dialog

    1. Name – Name of the form (required)
    2. Form Type – Choose the form type (Create New Record, Update Selected Record)
  4. Click the Create button when finished to create the form. You will be directed back to the Form Builder page. Click the Close button to cancel the operation.