Copying fields within the Form Builder
When you are creating a new form template using the Form Builder, you can "import" fields from other custom forms into the new form. This allows you to copy fields over from other forms you have already created and use them in new templates. It can be a great timesaver if you have similar fields that you use across multiple forms.
Fields can only be imported from custom forms, and only once a form has been published. If you are creating a new form and click on Import, you won't see the template you are currently building listed as an option.
To reuse fields from the same form, publish the form by clicking on Publish & Exit, then click on the 3 dots at the end of the row and choose Edit to reopen the template. You will then be able to import fields from the same form as you are editing.
Click on Add New Field +
Under 'Select a Field Type', choose Import:
Choose which of your custom forms you'd like to import from:
A list of the fields within the selected form will be displayed:
Click on the line containing the field you would like to import.
The selected field will then be added to the template:
Make any changes that are required and click on Finish Editing to save the field.
Steps 1 - 5 can then be repeated to reuse other fields
Finish building your form using the available options. Make sure to click Publish & Exit once your form is complete to publish it for use with your clients
Warning: if you choose to import a smart field from another form that is already present in the template, then this will be prevented and you will see an error message on screen:
This is because smart fields can only exist once in a form to prevent a conflict of information when importing to the Client Summary.
Fields can only be imported from custom forms, and only once a form has been published. If you are creating a new form and click on Import, you won't see the template you are currently building listed as an option.
To reuse fields from the same form, publish the form by clicking on Publish & Exit, then click on the 3 dots at the end of the row and choose Edit to reopen the template. You will then be able to import fields from the same form as you are editing.
To copy a field from another form:
Click on Add New Field +
Under 'Select a Field Type', choose Import:
Choose which of your custom forms you'd like to import from:
A list of the fields within the selected form will be displayed:
Click on the line containing the field you would like to import.
The selected field will then be added to the template:
Make any changes that are required and click on Finish Editing to save the field.
Steps 1 - 5 can then be repeated to reuse other fields
Finish building your form using the available options. Make sure to click Publish & Exit once your form is complete to publish it for use with your clients
Warning: if you choose to import a smart field from another form that is already present in the template, then this will be prevented and you will see an error message on screen:
This is because smart fields can only exist once in a form to prevent a conflict of information when importing to the Client Summary.
Updated on: 09/02/2024
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