How can I copy a form?

02/16/21
Answered - Pending Review

How can I copy a form?

I can duplicate a form, but all changes made to the duplicate affect the original form.

I would like to be able to achieve this without saving as a new sheet.

I've made some forms that involve alot of logic with the idea I could make a template form that I could then make copies of within the same sheet.

Maybe i'm just missing something or is this something we cant do.

I hope there is an easy solution, otherwise this is a huge inefficiency within the smartsheets platform.

Answers

  • Heather DHeather D ✭✭✭✭✭

    Brant,

    Are you sure the changes to the duplicate impact the original form? I have not had that happen before. I have been able to duplicate forms and make adjustments to the duplicate, and it keeps the original as-is. (You're right - it would be ridiculous if changes to the duplicate impacted the original! Then what would the point of duplicating a form be?)


    Best,

    Heather

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Brant Anderson

    I hope you're well and safe!

    Strange!

    You should of course be able to make a copy of a form and then make changes to it.

    What happens more specifically?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    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 help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • edited 02/16/21

    Hi Heather,

    Thanks for your timely response.

    Yes I'm sure it changes the original. I made an entire template form then made a duplicate, and filled out the duplicate form, and when I went back to my original it had made all the same changes to that form.

    I've even tested this on other forms that my co-workers have created and I have the same results, the duplicates change the original form.

  • director62476director62476 ✭✭✭✭✭

    Hi @Heather D @Andrée Starå @Brant Anderson

    I am here today because I've met this same disaster few minutes ago. I happened before but then it did not happen another time. So I went to duplicate this form with caution expecting/unexpecting changes to the original. When I checked the original it has has changed!!


    The disaster part is that I have lost logic settings on the original form when I changed the duplicate. Luckingly I had only one logic.


    Like i said, there was a time when this was not the case. I always duplicate form to keep compulsory fields. Today it is the case!

  • director62476director62476 ✭✭✭✭✭

    Hi @Brant Anderson @Andrée Starå @Heather D

    Here's what I tried out of desperation and it worked. I think this can be a temporary solution for you @Brant Anderson


    I closed Chrome

    Then Cleared Cache

    Opened Smartsheet

    Made a Duplicate of the #1 Culprit Copy Form (mentioned previously)

    Made Changes in the New Copy of the Culprit Form

    Checked both Forms - Changes did not Affect the #1 Culprit Form.

    Please test as above -

    If it solves your issue, let's make a temporary rule. To Clear Cache before making a duplicate :-)

  • Heather DHeather D ✭✭✭✭✭

    Hi!

    I just did a test, and was able to duplicate a form and make changes to it without any interference with the original. As @Andrée Starå mentioned, it may be helpful to

    describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. 


    Best,

    Heather

  • director62476director62476 ✭✭✭✭✭

    Hi @Heather D

    As you might have noticed my solution above, is it possible that the issue might depend on how long you have been working on the sheet you are making a duplicate form? Might be that you just opened your smartsheet and made a duplicate. While in my case when I experienced the issue, my sheets were open the whole day. But when I cleared cache the new duplicate did not affect both the copy of the orginal; and the original.

  • @Heather D @director62476


    Hey there,

    I found out if make a duplicate of a form, then you must deactivate the duplicate form in order for it to not make changes to the original.

    However, I found that it still makes changes to certain fields, I haven't actually spent enough time with it to find out exactly what still changes, however i was (mostly) able to accomplish what I wanted this way.

    I still don't fully understand this function and it seems like no one at smartsheets does either, I shouldn't have write a novel to convey what my problem is, everyone has this problem and it seems smartsheets has no clear solution.

    Hope this helps, I only use smartsheets when I absolutely have to for work, otherwise I think it's terrible, haha.


    Brant

  • director62476director62476 ✭✭✭✭✭
    edited 02/23/21

    Hi@Brant Anderson

    Thanks for the tip.

    Been with Smartsheet for 3 years now. It's a huge and brilliant application. You can contact them for any issue and they respond. If you missed my selfmade solutions - try to clear cache before duplicating. I have peace now duplicating many forms...even named one "Template (Clear Cache b4 Duplicate)" :-)

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