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HelloID

Clone a delegated form

When you clone a delegated form, the underlying dynamic form (see Dynamic forms) and any attached Data sources are also cloned. The cloned delegated form, its underlying cloned dynamic form, and the cloned data sources are all completely independent of the originals.

Tip

Some delegated forms created in earlier versions of HelloID cannot be cloned. Their Clone link is unavailable. To clone a form like this, you must manually recreate it.

  1. Go to Delegation > Delegated Forms.

  2. For the relevant delegated form, click Clone.

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  3. Enter a New Form Name and Identifier. Set the Enable Form toggle to specify whether to immediately enable the cloned form.

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  4. Click Clone.

  5. The delegated form has been cloned. To customize the cloned form, continue by following the instructions in Add a custom delegated form.

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