Import or duplicate a form

Duplicate a form from your current study or import a form another Production study, or another library study.

Note:

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?.

Forms you duplicate include hints, validation rules, code lists, SAS properties, and dynamic rules. When you duplicate a form, all published custom JavaScript rules associated with that form are also copied. You can modify and re-publish a copied custom rule following the usual worflow for publishing a rule. For step-by-step instructions, see Modify and re-publish a published rule.

If the forms, questions, or visits referenced by the rule variables do not exist in the study the rule is copied to, the rule becomes invalid. A warning message informs you about the reason why the copied rule is invalid.

On the All Forms tab, you can hover over a form tile to see the Reference Code and the Study ID in which the form was created.

1. To import a form from another study, follow these steps:
   1. Access the Draft version of a study. For step-by-step instructions, see Open a study's design.
   2. Make sure you are on the Data Collection page.
   3. Click the All Forms tab.
   4. Filter your view by either selecting a study, therapeutic area, or searching for a specific form.
   5. Below Import forms from, choose one of the following:

      Tip:

      • In the Search Forms field, type the title of a specific form to search for it.
      • To import multiple forms at the same time, press the CTRL key and select each form that you want to import.

      Option	Description
      Production Study	From the Studies drop-down, select a live study. From the section below, select one or multiple forms. Click Add Form to Current Study.
      Library	Note: You can only import an object that has a status of Published. Click Filter and choose whether to filter your library forms by Study Name or associated tags. From the table, select a form. Click Add Form to Current Study.

2. To duplicate a form, follow these steps:
   1. On the Forms tab, click the form you want to duplicate.
   2. From the Manage Forms drop-down, select Duplicate.

      Note:

      You can only duplicate one form at a time.

• A form copied from another Production study appears on the Forms tab with a Copied Form icon () in the upper right of the form tile.
• A form imported from a library study appears on the Forms tab with a Library Form icon () in the upper right of the form tile.
• If the name of the form already exists in your study, an incremental counter (_1, _2, etc.) is added to the name of the copied form.
• After you edit a duplicate form or a form imported from another Production study, the Copied and Edited icon () appears in the upper right of the form tile. Hover over the icon to see the last time the form was edited.