System administrators and users with the appropriate permissions can clone a form. Cloning a form allows you to quickly reuse an existing form in a new workflow without having to build it from scratch.

By cloning, you can make minor edits or adjustments to the form content before sending it on a new workflow. This ensures consistency across workflows while saving time and effort in form creation.

Key Benefits of Cloning

• Efficiency: Avoids the need to recreate forms manually.

• Consistency: Maintains standard fields and structure across workflows.

• Flexibility: Enables quick edits to tailor the cloned form to new project requirements.
  
  

How to Clone a Form

1. Navigate to the workflow creation area in the Admin Tools.

2. Select the form you wish to clone.

3. Navigate to the Workflow Options.

4. Click Clone As New. 

5. Click Yes to create a copy of the form.

6. Click the updated form.

7. Make any necessary edits to the cloned version.

8. Once you have made updates, click Workflow Options > Save & Publish.

Note: Only system administrators and users with the correct workflow creation permissions will see the option to clone forms.