Copy or export a formLast updated on 09/30/2022
You can export a form and make a copy by importing it back in and editing it. Making a copy is useful when you want a form similar to what you already have but you don't want to start from scratch. You can also send the export code to another ServiceTitan user to share your forms.
Copy a form
Go to the navigation bar and click Settings
. In the side panel, click Operations > Forms.Click Copy next to the form you want to copy.
Make a Copy opens.
Enter the number of copies you want to make. Note: You can make up 99 copies of a form. Each copied form will have a New tag next to it which is removed when you leave the Forms page.
Select whether or not you want to include the Triggers and Conditional logic rules.
When you’re done, click Make Copy.
. In the side panel, click 
Export a form
Go to the navigation bar and click Settings. In the side panel, go to Operations > Forms.
Click Export next to the form you want to export.
Export Form opens.
Select whether or not you want to include the Triggers and Conditional logic rules.
When you’re done, click Export. The form is automatically downloaded to your device.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.