Copying a Web Form

You can duplicate an existing web form to eliminate the need for reproducing the same web form configuration within an organization level.

Note:

For more information on moving web form templates between organizations, see Migrating Web Form and Workflow Templates.

Things to know

  • All custom text, form fields, styling, settings, and configurations will be copied to the new web form except for the web form name and URL.

  • Translations will be copied to the new web form.

  • Any changes made to the original web form will not affect the new web form.

To copy a web form

  1. On the Privacy Rights Automation menu, select Setup > Web Forms. The Web Form Templates screen appears.

  2. Click the Context Menu icon on the web form you want to duplicate. Then, select Copy. The Copy Web Form modal appears.


  3. Enter a name for the web form.


  4. Click the Create button. The Web Form Customization screen appears.

  5. Make any additional configurations to the web form to match your new organization's needs. Then, save and publish the web form. For more information, see Customizing a Web Form.