How to copy/paste a Form

In this video, we are going to show you how to copy and paste a form template. This can be done either directly in your tenant, or across tenants.

1. To copy a form, go to the forms library.

2. Select edit of the form you’d like to copy.

3. Select the three dots in the header and click copy to clipboard.

4. Then go back to the forms library, click add new.

5. Enter a title for your copied form

6. Select the three dots in the header and click paste from clipboard.

   • Please note, if you are copy pasting a form within the same tenant, all form fields, corrective actions, workflow roles and users, and any forms within the form will all copy over.

   • Notification configurations and permissions will not copy over.

   • These are root properties of a form and have to be set up on each individual form.

   • If you are copy pasting a form from one tenant to another, all form fields will copy over.

   • All notification configs, permissions, corrective actions, workflow roles and users, and forms within the form will need to be set up. These do not copy over.