Introduction

HelloID's Self Service Products and Delegated Forms are powerful tools that allow organizations to standardize and streamline any number of processes. Once you have a form created and working, you may discover that you need a very similar form for another situation.

Copy Existing Form

From the Self Service > Forms overview, click Edit on the form you would like to duplicate. Click the Switch to editor button to bring up the advanced editor.

Select all of the text in the Form Definition window and copy it to your clipboard. This is all that will be needed from the existing form.

Start the New Form

Get back to the Self Service > Forms overview page and click the Add Form button. Then, click the Switch to editor button to bring up the advanced editor. Clear out the existing code in the Form Definition box and past in the code from the previous form. The form elements will automatically pop up on the right side of the form editor. If you get an error of "invalid JSON" clear out the definition window and past the code again. Be sure that the code begins with "[" and ends with "]".

After you switch back to the form editor, check each field's settings and update any data sources or form keys that will need to be unique between the two forms. For further assistance please view form designer reference.