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Copy forms?

Grace Todd Aug 03, 2018 09:37AM PDT

When I want to create a new form, sometimes it is very close to another form, but with just one or two modifications.

Is there a way to "copy" a form and then make a few changes, rather than having to start from scratch with each new form? If there isn't, this should be on the list to do for developers. Your competitors are able to export forms and even parts of forms to new ones.

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Scott Couchman Aug 03, 2018 10:26AM PDT MobileCause Agent

As of this moment, there is no publicly available way to do this – copy forms and special fields. The functionality IS currently in beta, and our development team is ironing out the last couple of bugs with it. That said, if you would like to have this beta function enabled, reach out to your Account Manager so they can schedule some time to discuss it with you and guide you through the process, so there will be no issues. The last of the issues our development team is working out can be significant, but also avoidable depending on how and what specifically you need.

My understanding is that they are working hard to get this out – it was actually supposed to be live a few weeks ago – so we are expecting the function to be given the green light to go live for everyone in the next few weeks.

Hope that helps.

Scott Couchman
MobileCause Training Manager

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