Clone Form Types to other Projects

 During the initial phase of setting up ProjectTeam.com, it's good practice to work inside a sample or template project. In that project you may want to practice customizing your forms. Once a form type is the way you want it, you can clone it to maintain consistency across your projects. .

• Rules for cloning form types

• Cloning system form types

• Cloning custom form types

Rules for cloning form types

• All fields except Reference Collections and Picklist Option Sets are included

• Project Directory Business and Contact field types are included in the clone but the values of the field are based on the other project

• Account Code field types are included in the clone but the values of the field are based on the account codes on the other project

• System form types can be cloned to other projects multiple times

• Cloning system form types clones over all custom fields that don't already exist on the other project created by the same user

• Cloning a form type clones all fields that the user has either Read/ Write or Read Only access to and makes that user the creator of the fields with Read/ Write access on the other project

• Custom form types are cloned based on the "Plural of Form Name"

• Custom form types can be cloned to another project as long as a form type created by the same user with the same label doesn't already exist on that other project (Example, User 1 clones Form Type A, created by User 1, from Project 1 to Project 2. User 1 cannot clone the same form type from Project 1 to Project 2 again)

Cloning system form types

ProjectTeam.com comes out-of-the-box with a set of system form types ready for you to use on your projects. You may find that in addition to the system fields provided, you want to add custom fields. 

After adding fields, you can clone the form type to other projects you have access to. 

1. On a form log, click the "..." button on the top right of the log

2. In the dropdown, click the Customize Form Fields option

3. On the customization screen, click the "..." button in the Form Properties panel

4. In the dropdown, click the Clone to other projects option

5. In the modal window, choose the projects to clone the form field to

6. Click the Clone button

After cloning, you will see a toaster notification in the bottom right corner of the screen indicating that you've cloned successfully. 

Since the system form type already exists in the other project, cloning will simply append all cutom fields to the form type. 

Example

Let's say you added a "Category" field to the Request for Information form type on Project A. If you clone the form type to Project B, a new "Category" field will be added to the Request for Information form type on Project B.

Note: Cloning a form type simply creates new fields on the other project. Changing the field properties on Project A after the it's been cloned to Project B will not affect the new field on Project B. 

Cloning custom form types

Custom forms can be created in one project and then cloned to other projects as needed. Similar to cloning system form types, it's easy to clone custom form types.

1. On a form log, click the "..." button on the top right of the log

2. In the dropdown, click the Customize Form Fields option

3. On the customization screen, click the "..." button in the Form Properties panel

4. In the dropdown, click the Clone to other projects option

5. In the modal window, choose the projects to clone the form field to

6. Click the Clone button

As long as a form type in the new project does not already have a form type with the same name as the one you are attempting to clone, your form should be cloned successfully.