Create a form by duplicating an existing form | Zoho Creator Help

Create by duplicating an existing form


Note:
  1. Open the component pane as shown below, then select the form that you want to duplicate. Its  Design  page will appear.

  2. Hover the mouse over the form's preview, then click  Open Form Builder .
  3. Click the  More  icon near the top-right corner of the form builder, then click  Duplicate .

  4. The  Duplicate Form  page will appear:

  5. Name the new form: You may use the default name or edit it as required. For example, if you duplicate a form named "Intern Application Form", the duplicate form's name is suggested as "Copy of Intern Application Form".
  6. Check or uncheck the  Data will be stored in Zoho Creator  checkbox:
    • If you check it:
      • The fields of the source form will disappear, as shown below
      • Upon clicking  DUPLICATE, a copy of your form will be created. Your form's workflows also will be duplicated.

    • If you uncheck it:
      • You will be able to de-select the fields of the source form which you do not want the new form to contain. By default, all fields of the source form, except the following types, are displayed and come selected. The excluded field types are: auto number, formula, signature, file upload, audio, video, and subform.
      • Upon clicking  DUPLICATE, a form that does not store the data that's submitted through it, will be created.
  7. Click  DUPLICATE. You will be redirected to the newly created form's builder.
  8. Click the settings icon on the top-right corner of the form builder. The Form Properties tab will slide in from the right.


  9. By default, a Submit and Reset button will be present.


  10. Click the button preview on the right side of a respective button to change its type (Submit, Reset and, Button).


  11. Click the + Add Button to create custom buttons.


  12. Configure deluge scripts to execute automated tasks on use of the Submit and custom buttons.
  13. Click the horizontal ellipsis (three dots) beside a button's name to Rename or Delete the button.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Prefill content in a form based on another form

                                                                                                    Requirement When one form is submitted with data, users are redirected to another form with pre-filled data from the previous form. Use Case An order management app contains two forms: one to store suppliers' details, and the other to store the ...
                                                                                                  • Create an Integration Form

                                                                                                    What Does This Page Cover? Learn to create an integration form that eliminates the need to write scripts by effortlessly linking Creator to another service and enabling seamless data sync. Learn more about integration forms and their versatility ...
                                                                                                  • Create form by importing data

                                                                                                    1. Preparing your source file Zoho Creator supports importing data from .xls, .xlsx, .xlsm, .csv, .tsv, .ods, .accdb, .mdb, .json and .numbers file formats. However, it's best you prepare your data by referring to the guidelines below for a smooth ...
                                                                                                  • Create new form workflow

                                                                                                    To create new form workflow: Click the Workflow button at the top to navigate to the workflow dashboard. Click the Create Workflow button. Select the On a form event option to specify when you need to trigger the workflow. Choose the required Form. ...
                                                                                                  • Update a form using custom action (from another form's report)

                                                                                                    Requirement   Update a form using a custom action configured in another form's report. Use Case In an engineering college student management application, a student may withdraw at any time of the academic year. Whenever a student applies for ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources