How to copy form to create its new a bit different version

Izabela Berlinska

Dear All,

I created a form in Smartsheet that is quite complex and I would like to create similar version of the same form but with some additional options to see what version will be better for my needs. As I don't want to start from scratch with this new version of the form, is it possible to copy ma first form and just make some changes I need to check?

Thank you in advance for your help!

Andrée Starå

Hi @Izabela Berlinska

I hope you're well and safe!

You can duplicate it from this menu.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Izabela Berlinska

I hope you're well and safe!

You can duplicate it from this menu.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Izabela Berlinska

Hi @Andrée Starå

Thank you so much! It will make my work much easier and faster :) 

All the best for you!

Iza

Andrée Starå

@Izabela Berlinska

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Izabela Berlinska

Hi Again @Andrée Starå

Maybe do you know an option to copy questions when designing Smartsheet form?

I need to use several sets of the same questions with some minor changes and it would be great to just copy them than design from the scratch ... If such option exists and you know it, please let me know

Thank you!

Andrée Starå

@Izabela Berlinska

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Izabela Berlinska

Hi @Andrée Starå, thank you for your answer, I will submit this idea as you suggest. Hope this option will be available in future :) Best!

Andrée Starå

@Izabela Berlinska

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!