Duplicate a form

You can copy a form within the same study to create a duplicate of that form. If you need to create similar forms, you can duplicate a form multiple times, and then editing these forms instead of creating new forms from scratch.

While multiple study designers cannot edit the same form, you can still copy the latest saved version of a form that is edited by another study designer. For more information, see Can multiple study designers edit a study at the same time?.

You can import forms from other studies in Production or library studies. See Import a form.

Forms you duplicate include hints, validation rules, code lists, SAS properties, and dynamic rules.

Note:

Be aware of the following:

• Custom JavaScript rules associated with a form are not copied when a form is duplicated within the same study.
• The user's role in the targeted study must be assigned the Manage Dynamic Study Code Lists permission to copy a form from another study or library that includes one or more dynamic code lists.
• If a form is copied from a library or another study, or a study is copied that includes a question that has a dynamic code list associated with it, the question and code list are both copied, as long as a code list with the same ID does not already exist in the study.

1. Access the Draft version of a study as explained in Open a study's design.
2. Make sure you are on the Data Collection page.
3. On the Forms tab, select the form you want to duplicate.
4. From the Manage Forms drop-down, select Duplicate.

   Note:

   You can only duplicate one form at a time.

After the form is successfully copied, you can see it on the Forms tab and manage it however you need. As the name of the form already exists in your study, an incremental counter (_1, _2, etc.) is added to the name of the imported form.