Question

Feature Request: Copy Forms

Forms Ideas

Updated March 5, 2021

asked on August 11, 2014

The ability to copy forms from one business process to another would be extremely helpful. We have several forms that can be used in multiple business processes and it would be nice to be able to copy them rather than recreate them.

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replied on August 11, 2014

For now, as a work around, you can copy an entire process from the Manage page, and simply create a new business process using that same form. Another option would be to save the form you wish to copy as a template, as suggested in this post. That way, any new process you created could start with your existing form.

In any case I will pass on the request to the Forms developers :)

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replied on October 15, 2019

This feature is so essential it is almost crazy that we still do not have it, creating templates works but sometimes you just need a once off adhoc copy.

Please Form's Devs.

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Replies

replied on March 29, 2017

I'd like to dust off this thread and and see if this issue is on the roadmap. It would be very helpful to be able to copy forms between business processes. Has there been any developments on this issue since 2014?

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replied on June 25, 2019

Hello, is this feature being considered for future releases?

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replied on August 11, 2014

Seconded!

I have definitely wanted this functionality for a while. It's nice that forms are contained in a business process, but we have very little control over the individual forms and reusing them.

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replied on August 11, 2014

I see what you mean Joshua,

You can currently copy forms

But this is only in the same Process. To copy forms between processes currently doesn't seem possible (might be possible in the background copying XML info or something similar, Laserfiche can advise on this though).

This would make a great feature request!

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replied on March 5, 2021

I have a "TEST" process that I use to "create" new forms with code and such to try and see if what I want to do is possible before I put that form into an existing process. For instance, I wanted to make a number field that would have a variable as the maximum and needed to do that through JavaScript, but didn't want to mess with the live form and process. So I created a test form in my test process to try out what I was doing. In the end I had to recreate all of my fields and javascript in the LIVE process, I couldn't just copy that form into the working process. It would be great if we could create test forms then insert them, once they were working, into an existing process.

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Feature Request: Copy Forms

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