Copy a form
A form can be copied from any program:
- Click into the relevant Program you wish to copy a Form in or into. Click on the Forms tab. The forms screen will give you a listing of all of your existing forms and the option to create a new form. Click on the blue +Create/Copy Form button on the top right of screen.
You then have the option to copy an existing form' you may have previously created (either in this program or another program) or you can create a new from. Once you select the 'copy an existing form' option, you can then select which prgram you wish to copy the existing form from and then select the form you wish to copy.
- Type in a name for the new form (that will be a copy of the old).
- Select the purpose of your form from the drop down box that this copy will be used for.
- Click on the 'Create New Form' button
This will then open up the form editor with a copy of your past form. Make any necessary changes and ensure you save.
Important: Save your Form
When working on a Form for an extended period of time, remember to regularly save your Form by clicking the Save button near the top right of screen.
Your validations and/or conditional logic did not come across in the copy?
If you copy a form that has been previously used/attached to a grant round and have made changes to the form but have not applied those changes, the validation rules and any conditional logic are not copied with it. Ensure you apply changes before copying the form or copy the form and then make changes in the new form. See Editing & applying changes to a form for more details.
Confirmation of Submission Email Also Copies Across
If you copy a form, it will also copy the confirmation of submission email. It is important that you update this to reflect most recent contact and grant round details.
See instructions: Customise the submission confirmation message