How to Create a New Form Using an Existing Form as a Template

If you want to create a new form that is similar to an existing form, you do not need to manually recreate all fields.

The recommended method is:

Download the existing form XML → Rename the form → Import it as a new form

This approach saves time and ensures all fields, rules, and validations are copied correctly.

Steps to Create a New Form

Open the downloaded XML file in a text editor (e.g., VS Code, Notepad++).
Update the following:
- Form Name (<name>) → must be unique in the system.
- Form Caption / Title (<caption>) → Update to the new form title.
If you want to modify field names or captions
- Field <name> must be unique within the form.
- Field <udn> must also be unique within the form.
Save the file with a new filename.

<form>
  <view>
    <name>custom_field_form</name>
    <caption><![CDATA[Custom Field Form]]></caption>
  </view>
</form>

<form>
  <view>
    <name>new_custom_field_form</name>
    <caption><![CDATA[New Custom Field Form]]></caption>
  </view>
</form>

In this example:

Make sure the new <name> does not already exist in the system.

<textField>
  <name>specimen_details</name>
  <udn>specimen_details</udn>
  <caption><![CDATA[Specimen Details]]></caption>
</textField>

<textField>
  <name>new_specimen_details</name>
  <udn>new_specimen_details</udn>
  <caption><![CDATA[New Specimen Details]]></caption>
</textField>

Here:

Make sure the new <name> and <udn> do not already exist in the form.

The new form will be created with the same structure as the existing form.