Within Teamwork, you can make a copy of
an existing form on your project.
Note: Intake forms are
available on per-user Pro/Deliver
subscriptions and above.
Forms can be enabled or disabled
by a project or site administrator via the
project's feature
settings.
In
the Forms area of
your project, click the options button
(three dots) to the right of the
relevant form and select
the Copy option from
the dropdown.
The ability to copy forms on a
project is
dependent on the project
permission to add
forms.
You can also find the copy
option whenever you are viewing an
individual form in the forms editor. Click
the options button (three dots) in the top
right and select Copy form from the dropdown
menu.
In the Copy
Form modal, you can set a form
title for the new form and choose a
destination project. The form can either be
copied to the current project or to another
project on your site.
Once you click the Copy
Form button, the copied form
will be saved in draft mode on the
chosen project.
When the copied form is created,
some properties will inherit default form
settings while others will copy the settings
of the original form:
- Form title - whatever the user copying the
form entered in the Copy
Form modal.
- Form description - match the original form
description
- Task settings - will not match the
original form's settings. Set to the
default task form options:
- Task list: Inbox (default)
- Assignees: Anyone
- Task title: Form title
- Form settings - match the original form's
settings
- Accept responses - set to false when the
copy is first created
- Form questions - all questions from the
original form will be copied,
matching:
- Order of questions
- Options in dropdown, multi-select, and
radio group fields
- Required preference of each
field
- Logo and branding - match the original
form's settings
Note: Once the form is
copied, users with edit permission can
update any of the settings carried
over to the new form. The original
form will not be affected.
For more information, see: Managing Intake
Forms