Question about reusing existing e-Form template when creating new e-Form

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Jack Hsia

• 2020年08月05日 19:25

When new forms get created, they can be “based on” other forms. If/when those underlying forms get changed/modified, are the forms that are “based on” them also updated?

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  sysberry GmbH

  • 2020年08月05日 19:29

  Hi Jack,
  No, you create a new copy of the form. If you want, you can still use one eform in multiple tasks and with rules make some controls visible/invisible. Like this you would have only one eForm for all tasks and you won't need to update each form in case of changes.
  Regards,
  Alexey

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  Jack Hsia

  • 2020年08月05日 19:48

  Hi Alexey,

  Thanks a lot for the prompt reply. It was faster than I expected. :-)

  Based on your answer, my understanding is that when you create a new e-form based on an existing e-form, instead of having a reference to the existing e-form, a copy is duplicated. But if I have a process with multiple tasks, instead of having each task associated with a duplicated copy of an e-Form and make changes to each for different tasks, I can have the same e-Form shared across all tasks but create rules, etc., to implement the difference needed for different tasks?

  Best,

  Jack

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  sysberry GmbH

  • 2020年08月05日 19:54

  Hi Jack,
  Yes, you understood it correct :)
  Regards
  Alexey

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