Duplicate a Form

Create a copy of an existing custom form for a new purpose.

  1. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Custom Forms” tab.
  3. In the “CUSTOM FORMS” window that opens, open the “ACTIONS” column’s three-dots menu and choose “Duplicate Form.”
  4. In the “DUPLICATE FORM” window that opens, enter a name for the duplicate. Note that you can retain the name that was applied to the form you duplicated, but to avoid confusion, always rename duplicate forms.
  5. In the “Submission Response” box, type or paste a message to display after a member submits the form.
  6. Enter the e-mail address of a person who should receive notification each time a member fills out this form. Type or paste the address into the “Form Recipient 1” box. To add more than one recipient, click on the “+Add Another Recipient” link. To remove a recipient, click on the red “Remove” link that appears above the “Form Recipient” box. (Note that every form must have at least one recipient.)
  7. Activate the “Make Survey/Poll” checkbox to create a form that’s designed to assess member input in survey/poll/voting format.
    • When you activate the “Make Survey/Poll” checkbox, you reveal the “Make Form Uneditable” and “Make Submissions Anonymous” checkboxes, along with the “Survey End Date” box.
    • The “Make Form Uneditable” option blocks anyone from changing the form once it receives at least one submission.
    • The “Make Submissions Anonymous” option prevents members from seeing the results during the voting process. These two options provide anonymized voting.
  8. Click in the “Survey End Date” box to display a date picker so you can establish when a survey or poll ends.
  9. Activate the “Enable Ticketing” checkbox to create a form you can use in the Ticketing System (for example, to accept and track ARC requests).
    • Note that only members can see and use any forms created for the Ticketing System. These forms are set to be members only by default.
  10. Activate the “Members Only” checkbox to make a form visible only to members who have logged in to your website.
  11. Activate both the “Make Survey/Poll” and the “Members Only” checkboxes to reveal the “Household Voting (Limit One Per Address)” checkbox. Activate this checkbox to limit voting to one vote per Household.
    • Note that you must have the Households feature set up to create Household-based voting..
  12. When you have set up your form with the options you want, click on the “Save” button to create your form. To cancel creation of the form, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  13. Activate the “Make Form Uneditable” option to block anyone from changing the form once it receives at least one submission.
  14. When you have set up your form with the options you want, click on the “Save” button to create your form. To cancel creation of the form, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.