Renaming Forms in a Copied Process

When an administrator copies a process a copy will be made of all of the forms in that process. You should rename the process as well as all of the forms in the process.

Follow these steps to rename forms after a process is copied:

  1. Click on the Process Stage that contains copied forms.
  2. Click on the Edit Icon to the right of the form name, this will take you into form builder.
  3. Click Edit Icon to the right of the form name at the top of the page.
  4. Enter the new name and click Update Name.
Follow these steps for each form that was copied.
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