Learn how to quickly create a new template using an existing one without starting from scratch.
Duplicating a template allows you to reuse an existing structure and create a new version with minimal effort. This is useful when you want to create similar forms while maintaining consistency across workflows.
What does duplicating a Template mean?
Duplicating a template means creating a new template based on an existing one.
The duplicated template will include:
- The same structure
- The same fields
- The same settings
However, it will be saved as a separate template with a new name, allowing you to modify it independently.
When should you duplicate a Template?
Duplicating a template is helpful when:
- You want to make small changes to an existing template
- You need a similar form for a different team, location, or purpose
- You want to avoid rebuilding a template from scratch
Steps to duplicate a Template
Follow these steps to duplicate a template:
Step 1: Open the Template
- Log in to the Knowella platform
- Click the menu icon on the left-hand side
- Go to App Builder
- Open the template you want to duplicate
Step 2: Duplicate and update
- Update the template name
Example:
Safety Inspection → Safety Inspection – Warehouse
- Make any additional changes if required
- Click Publish
Result
Once published with a new name, a duplicate version of the template is created.
- The original template remains unchanged
- The duplicated template can be edited and used independently
Important notes
- Always update the template name to avoid confusion
- Review the duplicated template before publishing
- Changes made to the duplicate will not affect the original template
Best practices
To manage duplicated templates effectively:
- Use clear and consistent naming conventions
- Update the description to reflect the new use case
- Test the template using Preview mode before publishing
- Keep templates organized within the correct category
Why this matters
Duplicating templates helps teams:
- Save time
- Maintain consistency across workflows
- Scale processes across locations or departments
Need more help?
If you need assistance with template management, contact: support@knowella.com
