Web Forms manual

11. Copy Forms

If you need two forms that are similar, you can copy and existing form and edit it to create a new form.

Note: Forms can only be copied by users who have Web Forms Manager privileges. These privileges are set up by the system administrator. See Set Up Web Forms Managers for a step-by-step guide on how to give users Web Forms Manager rights.

If you have Web Forms Manager privileges, copy a form following these steps:

  1. From the Home Page, click Web Forms on the Share360 menu.

    The Web Forms window appears.

  2. Click Manager Options or My Options.

    Note: You can access My Options from any page; just use the left navigation in My Options to find the specific Home Page or application options.

    The Web Forms Manager Options Menu appears.

  3. Click Add, Edit, and Delete Forms.

    The Add, Edit, and Delete Forms window appears.

  4. From the list box, select a form to copy.

  5. Click Copy.

    The Copy Form window appears.

  6. Edit the form as desired.

    From the Form Category drop-down menu, select a category, if needed.

    In the Description field, enter/edit a description, if needed.

  7. When done, click Add.

  8. To edit Form Items or Application Path Setting, see Set Up Form Items help.

  9. When your form is complete, click Back.


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