Can you copy a custom form from one object to another? | Community
Skip to main content
Christina_Jarosz
Christina_Jarosz
Level 9
Jun 27, 2022 2:51 PM UTC
Question

Can you copy a custom form from one object to another?

I'd like to copy the custom form data that's on a project, into a new request (vs. starting a new request and having to input all the data again).

Does anyone know if this is possible, or a workaround that will let it happen?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

imgrund
imgrund
Employee
Jun 28, 2022 3:02 PM UTC

Hi Christina - Unless you have an API automation or Fusion, you can't go from Project to New Request.

However, last year, we released the feature that you could create a new request from a "copy" of an old request. In a sense, it copies everything, but it is a completely new request.

Translate
Terms & ConditionsAccessibility statement

Loading footer...