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Copying Request Forms

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Professional

Business

Enterprise


Overview

Account admins and space admins can create or copy request forms in Business and Enterprise accounts.

Request forms can be duplicated at any time by those who have access to them. The copy can be edited.

A request form copy:

  • Contains all the same fields as the original request.

  • Is assigned to the same users (if assignees or owners are designated).

  • Retains the same folders, projects, or spaces that were set for the creation of the submissions made using the form.

  • Is created as a draft visible only to you. To publish it, click the form in the list, select who the form should be visible to, and then click the Publish button.

Copy request forms

For space admins

Space admins can only copy request forms within one space.

  1. Navigate to the space where you want to copy a request form.

  2. Click the gear icon in the top-right hand corner.

  3. Select Request Forms.

  4. Right-click the form you want to copy and select Duplicate.

For account admins

Account admins can also access the request form builder in the way specified above.

  1. Using the green + in the top right of your workspace next to your profile picture, select Request.

  2. In the top-left corner of the panel that opens, click Manage forms.

  3. Right-click the form you want to copy and select Duplicate.

Alternatively, click your profile picture anywhere in the workspace, select Settings from the drop-down, and access the Request forms section in the left-hand menu.

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