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Can I duplicate an old form to add new information

Question

I invested time in creating a complex online form. Can I copy and reuse an existing form to add new information instead of starting from scratch?


Answer

Certainly! You can use the clone feature to replicate the old form and seamlessly integrate new details into the updated online form.

What is the clone feature? It enables you to make a copy of an existing form as a new one. Every type of form in PlatoForms can be cloned, but the clone options depend on the form type, and PDF Document Creator documents are copied straight away from their card, with no options. When you clone a form, the new version retains all the original fields, form logic, and settings.


Clone a form

Here’re concise steps for form cloning:

  1. Hover over the form on the Dashboard.

  2. Click the Settings (gear) icon in the top right corner and select Clone Form.

  3. Set up the clone options as needed.

  4. The copy is named after the original followed by “cloned”. You can give it a new name afterwards on its Dashboard card or in the builder.

For detailed steps, check the Clone a form section in the User Documentation.


Video tutorial

You can also refer to our video tutorial: