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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Copy a Field Set

  • Updated:

This article will show you how to copy a field set in the Form Center. You may want to use this feature if you have two field sets that are identical or two field sets that only have minor changes between them.

 

Who can use this feature?

System Admin Slash Owner Slash Publisher Slash Author

 

 

Instructions

  1. Navigate to Modules > Content > Form Center
    Navigate to Form Center
  2. Select the Field Sets tab
    field sets tab
  3. Click Actions next to the field set you want to copy
    actions button
  4. Select Copy
    actions copy
  5. Make any desired changes
    name the new field set text box
    form builder options
    • Name: Edit name
    • Field Types
      • Short Answer: Will allow for a short answer
        • Note: Character limit of 999 characters.
      • Long Answer: Will allow for a long answer
        • Note: Character limit of 9999 characters.
      • Dropdown: Will allow you to add drop-down options to choose from
        • Note: No limit to the number of drop-down options you can create.
      • Checkboxes: Will allow you to add checkbox options to choose from
        • Note: No limit to the number of checkboxes you can create.
      • Radio Buttons: Will allow you to add radio button options to choose from
        • Note: No limit to the number of radio buttons you can create.
      • Section Break: Will add a section break to the form
      • Reply Email: Will allow a reply email to be entered
      • Page Break: Will add a page break to separate the form
      • Date/Time: Will allow a date/time on the form
      • File Upload: Will allow files to be uploaded
      • Image: Will allow an image to be added
      • Link: Will allow the addition of a link
      • Text: Will allow for a text section
      • Masked Input: Will allow for masked input on an item
      • External Integration: Will allow you to add an external URL and instructions
    • Field Sets
      • Address 1: Will allow for an address to be added
      • Address 2: Will allow for a second address to be added
      • Date: Will allow for a date and time stamp to be added
      • Email: Will allow for an email address to be added
      • First and Last Name: Will allow for a first and last name field to be added
      • Phone: Will allow for a phone number to be added
    • Note: If you add a Field Type, you will need to Label and Save Changes.
      form type label
      form type save changes
  6. Select a saving option
    save or save and make active.
    • Save: Will save the changes without making them active in the Form Center
    • Save and Make Active: Will save them and make them active in the Form Center
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