Cloning a form on Dashpivot Web lets you create a duplicate of an existing form without re-entering all the information manually. This is especially useful when you need to reuse most of the details from a previously completed form (for example, recurring inspections or reports). The cloned form will carry over all the form data except for signatures and any fields that are excluded from cloning. It’s based on the most recent version of the underlying template.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, or Platinum
Permission: Team Member (or higher)
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot
Step-by-Step Instructions
Click to open the form you want to clone
Click the 'clone' button at the top left of the screen
Note:
Cloning a form will create a duplicate with all the same information except signatures and fields that are excluded from cloning
Cloning a form will always create a new form based on the latest version of the template. If the original form was created on an older template version (with fields that have since been updated or removed), those fields will not be included in the newly cloned form
Learn more about field settings here