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.
- To import a form from another study, follow these steps:
- To duplicate a form, follow these steps:
- 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.
Parent topic: Forms