Requires the following role: Owner
Tropic’s request form builder allows you to easily copy and move questions between forms to streamline the process of setting up or editing request forms.
Copy Questions Between Forms
- In Tropic, navigate to Settings --> Purchase Categories.
- Click the ellipsis […] on the selected record
- Click Edit Form.
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Choose the request form page containing the questions.
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Select one or more questions to copy.
- Click the Copy and Paste icon.
- This opens the Copy and Paste modal.
- Choose the Form and Page to which you’d like to copy the questions
- Click Copy and Paste.
The selected questions are copied to the bottom of the specified page.
Move Questions Between Forms or Pages
To move questions between forms or pages within the same form:
- Navigate to Settings --> Purchase Categories.
- Click the ellipsis […] on the selected record and select Edit Form.
- Choose the request form page containing the questions.
- Select one or more questions to move.
- Click the Cut and Paste icon.
- In the modal, choose the Form and Page to move the questions to.
- Click Cut and Paste.
The questions are moved to the bottom of the selected page and removed from the original form.