Copying an Incident Web Form

Note: The ​Copy an Incident Web Form​​ feature is under Public Preview. Please contact OneTrust Support to request early access.

You can copy an existing incident web form so it duplicates within the same tenant.

The source web form and the copied web form will be independent of each other, so changes made in one web form will not reflect in the other. The copy will have a unique URL and will replicate the settings and applicable data from the original, including:

  • Form fields

  • Form text

  • Form styling

  • Attachments

  • Settings

  • Translations

  • Labels

To copy an incident web form

  1. On the Incident Management menu, select ​Setup > Web forms​​.​
  2. On the Web forms​ screen, select the ​Context​ menu of the web form you want to copy, and select ​Copy​​.
    The Incident web form modal with Copy highlighted.
  3. On the ​Copy​ modal, give the web form a name. The name must be unique or you will not be able to copy the existing web form.
    The Copy web form modal with the Name field highlighted.
  4. Click the Create button.
    The web form will be copied and display on the Web forms screen.
  5. To make changes to your new web form, find it on the Web forms screen and click the Edit button.
    The Web forms screen with the Edit button highlighted.
  6. On the ​Web form customization screen, make any changes needed to the web form. For more information, see Building an Incident Web Form.
    Note: You can also customize a web form to reflect your organization's branding standards and requirements. For more information, see ​Customizing an Incident Web Form​​.