Duplicating an existing form allows you to quickly create new school surveys, field trip slips, event sign-ups, and annual registrations without building fields and questions from scratch.
How to copy a form in the CMS
In the CMS admin sidebar, navigate to Forms (or go to Forms > Forms Builder).
Locate the form you want to duplicate in the forms table.
Click the ellipsis (···) action menu icon on the far right of the form row.
Select Copy (or Duplicate) from the dropdown menu.
The duplicated form is created immediately with "Copy of [Original Name]" as its title and is set to Open status.
Click on the new copy to edit its title, update questions, adjust date restrictions, and configure email notification recipients.
💡 Best-Practice Adoption Tip: Streamlining Annual Registrations & Contact Updates
When setting up recurring annual forms (such as back-to-school student intent or urgent medical/contact updates), copy last year's form, archive or delete the previous year's responses, and append the current academic year to the form title (e.g., "Urgent Contact Form 2026–2027"). This preserves your original field validation rules while giving your office a clean, dedicated response sheet.
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