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  • Jeremy O'Hanison 2 posts 72 karma points
    Jul 23, 2019 @ 13:16
    Jeremy O'Hanison
    0

    Duplicate a form or provide a standard set of fields on create

    Hello there - I was wondering if there is any mechanism to clone or copy a form, or to create a base form with a set of standard fields that are auto populated on create? It's a bit cumbersome for my users to have to re-create the same form fields every time they want to create a new one (i.e. First Name, Last Name, etc).

  • Nicholas Westby 2034 posts 7009 karma points c-trib
    Jul 24, 2019 @ 21:17
    Nicholas Westby
    0

    Busy week, so I unfortunately can't respond as in-depth as I'd like to your question. Here's the quick version:

    • No current feature exists to support copying forms.
    • You could submit a pull request to support copying forms.
    • Forms are stored as files. You could copy the files and change a few GUID's.
    • If you are copying a form a bunch of times, it might be that you can find another way to solve whatever you're trying to accomplish. For example, by creating a custom handler or by dynamically modifying the data for a handler (I tend to do that when a client wants a different email recipient depending on the page the form exists on).

    If you tell me a bit about why they'd want to create a bunch of similar forms, I might be able to offer some advice about some approaches that might accomplish the end goal.

  • Jeremy O'Hanison 2 posts 72 karma points
    Jul 26, 2019 @ 17:25
    Jeremy O'Hanison
    0

    Hi Nicholas,

    Thanks for your response. In general, the content editors are having to put the same fields on forms every time they create one, as there is almost always a standard set of fields they want to include on their forms - i.e. First Name, Last Name, Email Address, etc.

    I have some options to generate these fields programmatically, but all of the methods I've explored so far obscure this logic from the content editor - its being done on rendering. In my case Umbraco is being used in a headless fashion and content is rendered using a custom Angular front end.

    As it stands I'm just looking for a way to speed up adding these fields to forms as content editors are creating them, while still making it clear within Umbraco backoffice that these fields are present.

    I can look into custom development on the formulate code itself, was just hoping there was a non-obvious easier solution.

    Thank you for getting back to me. If anything else comes to mind please don't hesitate to comment further.

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