Copying your form is particularly helpful for forms that are updated every school year or need revisions. Copied forms will automatically be on a Testing status so you can test and edit your new form before publishing.
Note: You can only copy forms that you own, or if you are a forms admin for your district and have an approval route.
- From your form’s responses page, head to the Settings section and click the Duplicate option at the bottom of the page.
- Type the name of the new form and click Duplicate
- You should see a confirmation banner letting you know the form was copied successfully. Click the link on the banner to view/access your new form.
Important!: The copied form will still be owned by the original owner. Follow these instructions if you need to transfer to a different owner.
We recommend you check if the following items need to be updated:
| ✅ | Reference numbers |
| ✅ | School Year dropdowns options |
| ✅ | Add/update site/department dropdown choices |
| ✅ | Mileage rates & formulas |
| ✅ | Edit/update your approvers |
| ✅ | Add/Update Routing Questions |
| ✅ | Step Notifications |
| ✅ | PDF wording/copy updates |
| ✅ | Filter/Email Fields |
| ✅ | Download and grant permissions |
| ✅ | Transfer ownership |
| ✅ | Customized approver/completion emails |