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JazminAl
Level 4
August 22, 2017
New

Copy/Move custom forms

  • August 22, 2017
  • 6 replies
  • 943 views

Copy or move custom forms between any type of item so long as there is a custom form for that type. i.e. if you're moving a custom form from an issue to a task, there would need to be a task version as well. But, the ability to move them around like you can with documents would be massive.

    6 replies

    F
    FrancesDu
    Level 2
    November 28, 2017

    This would be so helpful as it would allow the ability to move a new Issue custom form into an already existing-project as a Project custom form under the "Project Details" tab vs. under the "Issues" tab.

    J
    JazminAlAuthor
    Level 4
    November 28, 2017

    Yes, exactly. Another use case we had was the ability to move the issue custom form to a document.

    S
    SarahLe1
    Level 2
    January 8, 2018

    10,000 up votes!

    We need to be able to add requests to already existing projects.

    J
    JazminAlAuthor
    Level 4
    January 9, 2018

    Hi Sarah! I believe you can move requeststo already existing projects, but maybe I’m not understanding what you mean exactly. Can you elaborate?

    T
    TiffanieFa
    June 28, 2018

    This would also be great as we would be able to move Custom Form Data across projects that are all associated to the same client.

    M
    maura-k
    Level 3
    February 17, 2021

    This is a BIG one for us! We want to be able to copy the custom form data from one document to another document either on the same project or a different project. We create documents with similar information in the custom form and being able to copy that information to another document and modifying a few fields would help eliminate time used to recreate those custom forms from scratch.

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