How to duplicate forms in Apply

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What is covered in this article? 

• Duplicating Forms
• How to Duplicate a Form
• Setting up your New Form
• Publishing Your Form

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Duplicating Forms

School Admins now have the option to duplicate any of their existing application forms in the Apply module for use across different purposes. (E.g Scholarship Application Forms, Instrumental Music Tuition Application Forms, International etc.)

How to Duplicate a Form

Prior to duplicating a form, School Admins should be aware that all fields and settings along with the associated emails for this form being will be duplicated and copied across to the new form. These should be reviewed prior to publishing the new form.

Steps to Duplicate a form are:

1. Go to Admin > Forms and locate an existing form that you wish to duplicate.
2. Click the Duplicate icon.
3. In the dialog, enter your new form name (E.g ‘International Student Application Form’) and click the Duplicate button.
   

   Note: Once duplicated, the new form will remain in Draft status until reviewed and published by the School Admin. If Google Analytics has been enabled for your school then default Event Labels will also be created for your new form

Setting up your New Form

After the form has been duplicated, you must review the fields and steppers you wish to include on your forms, add any new custom fields and set up the form options.

1. Set up form options by clicking the GEAR icon 
   This allows you to specify the default values for fields including Student Status, Activity Log, Event labels and Lead Source. Read Setting the form options in Apply
2. Edit the Form Content by clicking on the green pencil or form name
   • Here you can remove fields, sections or entire steppers (the navigation across your form)
   • Add Custom fields
   • Reorder fields etc.
3. Edit the default emails for your new form by clicking on the Email Flows icon
4. Where necessary, review all relevant actions for the new form (Email Flow Setup, Setup, Form Fields) before publishing.

Publishing Your Form

Anytime you make changes to your forms you will need to publish it for your changes to be live.

1. Go to Admin > Forms and locate the form that has been edited
2. Click the green pencil or form name
3. Scroll down to the bottom of the screen and click Publish

Once published those changes will be live for any new families filling out the form

Your new form can now be embedded using the Embed Code or the Permalink URL, which can be found in the Setup menu