Copy/Move custom forms

This is a BIG one for us! We want to be able to copy the custom form data from one document to another document either on the same project or a different project. We create documents with similar information in the custom form and being able to copy that information to another document and modifying a few fields would help eliminate time used to recreate those custom forms from scratch.

This would also be great as we would be able to move Custom Form Data across projects that are all associated to the same client.

Hi Sarah! I believe you can move requeststo already existing projects, but maybe I’m not understanding what you mean exactly. Can you elaborate?

10,000 up votes!

We need to be able to add requests to already existing projects.

Yes, exactly. Another use case we had was the ability to move the issue custom form to a document.

This would be so helpful as it would allow the ability to move a new Issue custom form into an already existing-project as a Project custom form under the "Project Details" tab vs. under the "Issues" tab.