Duplicate a Form Instead of Building From Scratch

You've spent an hour building a perfect patient intake form. The fields are right, the conditional logic works, the validation rules catch bad data, and the branding matches your practice. Now you need a version for your other office location. Or a variation for a different department. Or an updated version for next quarter.

Don't start from scratch. Duplicate the form.

What Duplication Actually Copies

When you duplicate a form in Formisoft, you get an independent copy with everything preserved:

All fields and their configurations
Conditional logic rules
Custom validation (regex patterns, error messages, min/max limits)
Multi-page structure and page breaks
Form settings (notifications, branding, scheduling)
Webhook configurations
Password protection settings

The duplicate is completely independent. Changes to the copy don't affect the original, and vice versa. It's named "[Original Name] (Copy)" so you can tell them apart immediately.

How to Do It

Go to your forms dashboard
Find the form you want to duplicate
Click the Duplicate button on the form card
You're taken to the builder for the new form. Rename it and customize

Three clicks and you have a working copy.

When to Duplicate vs. Start Fresh

Duplicate when:

You need a similar form for a different department, location, or provider
You're creating a seasonal update of an existing form
You want to A/B test two versions of a form
You're building a template from a proven form

Start fresh (or use AI) when:

The new form is fundamentally different in purpose or structure
You want to rethink the form design from the ground up
The original form has accumulated cruft you don't want to carry forward

Things to Check After Duplicating

The duplicate copies everything, which means it also copies things you probably need to change:

Form name: rename immediately so you don't confuse the copy with the original
Email notification addresses: do notifications need to go to different people?
Webhook URLs: should data go to a different endpoint?
Scheduling dates: old dates from the original won't be right for the new form
Password: if the original was password-protected, the copy has the same password
Branding: if the copy is for a different location or brand, update logos and colors

Common Use Cases

Multi-location practices. Duplicate your intake form for each office. Change the location-specific details (address, phone, providers) while keeping the medical history sections identical.

Department variations. Start with a general intake form, duplicate it for cardiology, orthopedics, or dermatology. Add specialty-specific questions to each copy.

Seasonal forms. Duplicate last year's flu consent form. Update the dates and any clinical guidance that's changed. The structure and validation rules are already proven.

A/B testing. Duplicate a form, change the order of fields or rephrase questions in one version, and compare completion rates using form analytics.

Version control. Before making major changes to a production form, duplicate it first. If the changes don't work out, you still have the original.

Building a Form Library

Over time, your best forms become templates. Instead of using generic templates, you're duplicating forms that you know work, forms with field types, validation rules, and conditional logic that have been tested with real patients.

A practical approach: maintain a small set of "master" forms that serve as starting points. Name them clearly (e.g., "MASTER - General Intake", "MASTER - Surgical Consent"). When you need a new form, duplicate the closest master and customize.

Form duplication is a simple feature, but it's the kind of thing that saves a surprising amount of time once you build the habit. Every form you duplicate is a form you didn't have to build, test, and validate from zero.