Hi, Once I’ve created a form in a project, I’d like to be able to use it in other projects. Is there a way to copy forms over from one project to another, or to create a form template which I can import into any project? Obviously, the alternative is what I’ve been doing up to now, i.e., manually c…

Hi @antonio_f afaik it’s not possible to just copy the form You can duplicate a Project, and choose to duplicate the projects forms as well. You can then choose to turn the duplicated project into project-template and use that whenever u make a new project

Thanks @_josh . Unfortunately, I need to use the form in existing projects, often ones created by other people, but that template might come in handy for new projects that I create.

Hey @antonio_f Just a thought… What if you make one form for everything? • If the form is identical in all projects → first field determines the project to which it is assigned (which triggers a rule and automatically adds it to the intended project) • If you need different input for the differe…

Very interesting @_josh , thanks for the suggestion, which I’ll look into. My hunch is that rules (beyond a few simple built-in ones) are only available with Business plans or higher, and we are on the Premium plan :frowning:

Currently the rules available for a premium plan are: [image] More Rules for Premium At this time, the custom Rule builder is available to Business and Enterprise users only. There is a subset of Rules available to Premium user, however. Check these out below: Move to column/section > Mark com…

It will be nice to have such a feature - to create forms templates to insert into existing projects

Josh i want to do exactly that. How can i do it?

Hi @Amanda_Brito , welcome to the community! If you create a single project to house your form, you can use that as a triage project. You’ll want to connect one of your form questions to a single-select custom field that will trigger your rule. The rule can then state: When a task is added to this…

Hi Jeremy, thanks for the response. The issue for me is that I have about 200 projects live, and I tried to do as you said, but there is a limit of 23 ”otherwise if”. So it does not help me.

Sharing forms between projects

English Forum Ask the Community

Andrea_Mayer 20 January 2023 14:23 6

Currently the rules available for a premium plan are:

Topic		Replies	Views
Copy forms? Use more than one form? Ask the Community templates , forms	8	4614	21 June 2023
Any updates on copy/paste forms into existing projects or templates? Ask the Community	3	1077	7 November 2022
Saving forms as templates or creating duplicate forms in other projects. Product Feedback	5	2074	11 January 2023
Duplicating forms within a project Features Launched	5	1240	17 October 2022
Duplicate Forms Features Launched launched	43	10391	4 June 2020

Sharing forms between projects

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