Quantcast
Channel: Adobe Community : All Content - All Communities
Viewing all articles
Browse latest Browse all 290743

How do I copy of form to a different account?

$
0
0

You may have a need to copy a form between two FormsCentral accounts you own or to another person's FormsCentral account.

 

There are 2 ways to copy a form to a different account:

  1. Export/import a FormsCentral Design Template (.fcdt) file - This method is very simple but only allows you to copy the Design tab contents and nothing else (no options, responses or summary report customizations).
  2. Share the form file and duplicate - This method is more involved but allows you to make an exact copy of the entire form form file - design, options, responses and summary report.

 

Note: In both cases when you create the form in the new account a new form URL will be generated. Make sure you use that new URL when distributing the form.

 

Export/Import a FormsCentral Design Template (.fcdt) File

 

Sign into the FormsCentral account you want to copy the form from and open the form file you want to copy.

 

Go to the Design tab and select “Export Design File…” from File menu. Save the file to your local disk. The file extension of the exported Design File will be ".FCDT" - FormsCentral Design Template.

FCDT-Export.PNG

If you are copying the form file between 2 accounts you own then sign out of your account (select head icon in upper right corner of UI and click Sign Out) and sign into the FormsCentral account you want to copy the form to. If you are giving a copy of the form to another person then email the FCDT file to them with the below instructions, and have them sign into their FormsCentral account.

 

To import the design file into the other account, go to the “My Forms” tab in the main dashboard and select “Import Design File…” from File menu. Select the FCDT file from your local disk and a new form will be created containing the form design from the other account.

FCDT-Import.PNG

 

NOTE: The FCDT file contains the form Design only – it does not contain options, responses or summary reports customizations.

 

Share the Form File and Duplicate

 

Sign into the FormsCentral account you want to copy the form from and open the form file you want to copy.

 

First, share the form with the account you want to copy the form to. You can do this using the "Share" button in the lower left corner of the UI and selecting "Add Collaborators". On the sharing dialog, enter the email address of the other account and make them a co-author. This FAQ explains the sharing dialog and process in more detail.

Share - Button.PNG

The account you shared it with will receive an email stating the form file is shared. If you are copying the form file between 2 accounts you own then sign out of your account (select head icon in upper right corner of UI and click Sign Out) and sign into the FormsCentral account you just shared the form with. If you are giving a copy of the form to another person then have them sign into FormsCentral and follow the below instructions.

 

Go to the "My Forms" tab on the main dashboard and select the form you just shared. Click the "Duplicate" button on the toolbar.

2-Dup.PNG

A dialog will come up asking you to duplicate either the Form Only or the Form & Responses. Choose Form & Responses.

 

You will now have a copy of the form file that you own and is an exact copy of the other account's form.


Sign back into the original account and unshare the form file with the other account by selecting its name/picture on the bottom collaboration bar and selecting "Remove" from the context menu widget.

3-remove.PNG

 

Note: When you duplicate a form file a new URL is generated for the form so you don't have to worry about data from the copy going to the original form file.


Viewing all articles
Browse latest Browse all 290743

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>