Copy a Form in the Forms Module

This article will show you how to copy and update the copied form inside the Forms Module.

Who can use this feature?

System Administrators | Owner | Publisher

Important Notes

• You must have an existing category in order to copy a new form. If you do not have an existing category, please refer to the Creating a Category section for instructions.

• It is recommended to use the Form Center for any regular, non-RequestTracker forms.

Instructions

1. Sign in to your site

2. Navigate to Modules and on the Content tab, select Forms

3. Select a category

4. From the Choose an Action drop-down menu of your chosen article, select Copy

5. Modify Form details through the Copy Form page

   • Form Category: Select the category to copy the form to

   • Form Name: Enter a name for your form. This is what will be displayed at the top of the form on the Public side.

   • This form submits data to: If you have the Citizen Request Tracker (CRT), you will have the option to submit data either to Email Addresses or to a CRT Category. If you do not have the CRT, Email Addresses will be selected automatically.

   • Submit to Email Address (optional): Type in the email addresses you would like the data to go to. Separate multiple email addresses with a semicolon. If you do not specify an email address, the form will go to a default address specified somewhere else in the system.

   • After submitting, go to this page: You can also choose which page the site users go to when they click submit. You can send them to a current page, or you can create a special page. A special page should thank them for their information, feedback, etc, and let them know if they will be contacted and what will be done with their information.

   • The Start Date and End Date text boxes are generally left blank.

     • If left blank, the form will become available for public use as soon as you publish it, and will be available indefinitely

     • If a Start Date is entered, the form will become available on that date

     • If an End Date is entered, the form will become inaccessible on that date

   • Submit Options: Choose to submit the form

     • Submit: Users fill out the form and submit it

     • Submit and Print: Users can either submit or print; both options will be available

     • Print: Users fill out the form, print it, and then they must bring it to your office via hand-in or mail

   • Pad Cells: Choosing yes will add a little space between questions and between questions and headers/instructions

   • Database Form: Choosing yes will allow you to save a copy of the submission in the back end of the module automatically

   • Show Archives: Choosing yes will allow visitors to view older versions of this form

   • Enable reCAPTCHA: Requires users to select a checkbox prior to the form submission. Enabling this option will reduce the ability of bots to submit forms.

6. Scroll to the top and click Save and Publish