Managing Form Templates

Form Templates can be renamed, copied, and pasted from the toolbar. Form templates can be copy and pasted using a right-click.

Rename a form template by clicking the Rename icon from the toolbar. All associated links for the Workflow Profile and Dashboard Groups will remain valid as the form template is based on a unique identifier, not the name.

Copy a form template by clicking the Copy icon from the toolbar or right-clicking the form template name and selecting Copy.

Paste a form template by clicking the Paste icon from the toolbar or right-clicking the form template name and selecting Paste.