How do I create a template or copy of my form?

Duplicate or copy forms

With the template function, you can create complete forms in just a few clicks. You can also make a template so when you want to recreate a form multiple times it will save you a lot of time.

The template function is not an exact copy. If the form you've used as a template had logic in it you'll have to add it in this form as well. If you are using a design you'll have to select this for the new form as well

Now let's get on with creating and using a custom template.

Step 1: Feedback forms

Go to the form builder and edit the form you want to use as a template. Go to "Data collection" > "Feedback form" on the left of the screen.

Here you can see all the forms you've created. Now click on the pencil icon of the form you want to duplicate.

Step 2: Templates

In the "BUILD" step in the form builder go to ‘TEMPLATES’, on the right-hand side.

Step 3: Save

Click on ‘Save form as template’. Choose a name and template description for the template and save the template.

Step 4: New form

Create a new form using the template. Go back to the overview of the feedback forms and click on ‘New form’. Choose the template you just created and click on ‘Use this template’ or ‘Edit template in detail’ and the form will be created.

If you haven't selected edit, go back to the forms overview and edit the newly created form by clicking on the pencil icon. If the form you've used had logic in it you'll have to add it in this form as well. If you are using a design you'll have to select this for the new form as well.

Now you can add the copied form to the deployment and start collecting feedback.

Video Walkthrough: