How to Duplicate a Form

This guide explains how to duplicate an existing Form to create an identical copy that you can edit and link to Places or Jobs without affecting the original Form.

Step 1: Go to Insights from the main menu, then select Forms.

Step 2: Click the gear icon on the Form you want to copy.

Step 3: Click the Duplicate icon.

Step 4: The duplicated Form is created with a “Copy” title (e.g., Copy Inspection Log). Update the Form Title and Description as needed.

Note: Use a unique Form title to distinguish the duplicated Form from the original.

Step 5: Click a field in the mobile preview to edit the Label or Type, or check or uncheck Required field, then click the small X to close the field editor.

Step 6: To add a field, click + Add field at top or + Add field at bottom, or use + Add field in the mobile preview.

Step 7: To delete a field, click the field in the mobile preview, then click Delete field.

Step 8: To reorder fields, click and drag the drag handle in the mobile preview.

Step 9: Once finished, click Save.