Duplicating a Form

Within HRWize, the Form Builder enables HR users to create forms for various departments within the company to complete. We have the ability to duplicate forms. The "duplicated" form can then be edited and used as the basis of a new form. This is commonly used for performance reviews as questions from a previous review that can be duplicated and used for another,

When building a form, you might want to create a form based on an already existing form.

As an administrator, you can access the Form Builder through:

Administration > Company > Form Builder

The first step is to create a new blank form of the same type as the form you're duplicating.

Click Add and you will be brought to the form builder screen where you can enter the properties of your form. Once the mandatory fields are completed, you can submit the form. Remember, to make the form active in the system, you need to ensure that the "Active" field is set to Yes.

Please Note - The Form Type you choose here should be the same as the form you are duplicating from. For example, if you want to duplicate a Performance Review form, your new form should also be a Performance Review form.

Once you have completed these fields, you will be presented with the form builder itself. We don't need to add any fields here since we'll be copying them from the original form.

Click the Finish Building Form button at the bottom of the page. 

Once you have done this, fields from another form can be duplicated into it.

Return to the list of forms in the Form Builder, find the blank form you have created and click, on the Actions column, Duplicate fields from another form into this form.

 This will bring you to the following screen:

Choose the form you want to duplicate from in the "Duplicate fields from" dropdown and submit it. This will populate your new form with all of the fields from the original form.