How do I duplicate a form?

Heather Collins

I would like a second form for my sheet that is very similar to the initial form I have created, but I do not see a way to duplicate the form, so I can make minor modifications. Do I need to recreate my current form from scratch? Or is there an easy way to duplicate a form? Thanks!

Andrée Starå

Hi @Heather Collins

I hope you're well and safe!

It's under the hamburger menu. (see below)

Did that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

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 @Heather Collins

I hope you're well and safe!

It's under the hamburger menu. (see below)

Did that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

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!

Heather Collins

Oh my goodness, it must be a Friday. When I clicked on the hamburger menu earlier, it was taking me straight into the form, not giving me a menu. But now it is working exactly as your screenshot shows. Thank you!

Andrée Starå

@Heather Collins

Excellent! Easy to miss!

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!

CAllen08

I click "duplicate form" and gives me a copy of my original form. But, any changes I made on the duplicate form also change the original form. HELP!

Genevieve P.

Hi @CAllen08

Can you clarify what changes you're making to the form?

Is it possible that you're changing column details (such as dropdown choices) which adjust the underlying sheet and all associated forms?

CAllen08

@Genevieve P. Yes! I am changing dropdown choices. I now assume that I can't do that? Is there a workaround?

Issue is this --- I am having people choose a type of request from a dropdown menu. Two of the types of request do not require that a document be attached to the form, but the other types do require an attachment. So I was trying to create two forms - one that contains types of request that do not require an attachment and another form that contains types of request that do require an attachment (so I can make the attachment field a required field on this form).

Genevieve P.

Hi @CAllen08

Ah, thank you for clarifying! Changing the dropdown list updates the sheet's dropdown list in that column overall, so it will update the other forms associated with that sheet.

What I would do in this instance is have two different columns in the sheet. One for your first form, the other for your second form. You can make sure only the relevant column is selected and surfaced in each form.

Then if you want the submissions displayed in the same column, you could use a formula to bring over the content that was submitted and hide the two helper columns used in your form. For example:

=IF([Dropdown 1]@row = "", [Dropdown 2]@row, [Dropdown 1]@row)

Let me know if that makes sense and will work for you!

Cheers,

Genevieve

CAllen08

@Genevieve P. Got it! It worked. Thank you!

Office Admin

Does Duplicate form still exist? Or has it moved?

My hamburger menu only has, Open In New Tab, Copy Link, and Edit.

Thanks!

Genevieve P.

Hi @Office Admin

Yes, "Duplicate" still exists!

However you would need to be at least an Admin on the sheet in order to create or duplicate a form, and this action can only be done in the Web version of Smartsheet (versus Mobile).

Cheers,
Genevieve