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Copying Request Forms

Table 9. Availability - Legacy plans


Space admins can copy request forms in their spaces. Account admins and owners can copy account-level request forms. On Enterprise accounts, this right can be revoked from account admins.

You can duplicate a request form and edit the copy.

A request form copy:

  • Contains all the same fields as the original request.

  • Is assigned to the same users (if assignees or owners are designated).

  • Retains the same folders, projects, or spaces that were set for the creation of the submissions made using the form.

  • Is created as a draft visible only to you. To publish it, click the form in the list, select who the form should be visible to, and then click the Publish button. It's not possible to publish the form if it's not visible to at least one user in the account.

Copy request forms


For space admins

Space admins can only copy request forms within their space.

  1. Navigate to the space where you want to copy a request form.

  2. Click the gear icon under the space's name.

  3. Select Request Forms.

  4. Right-click the form you want to copy and select Duplicate.

For account admins

Account admins can also access the request form builder in the way specified above.

  1. Using the green + in the top right of your workspace next to your profile picture, select Request.

  2. In the top-left corner of the panel that opens, click Manage forms.

  3. Right-click the form you want to copy and select Duplicate.

Alternatively, click your profile picture anywhere in the workspace, select Settings from the drop-down, and access the Request forms section in the left-hand menu.