Copy a Custom Transaction Form

Here are the steps to copy/create a new custom form from an existing one. 

1. Navigate to Customization > Forms > Transaction Forms.
2. Select the existing transaction form you want to copy. 
3. Click Edit next to it.
4. Rename the form.
5. Do any necessary update on this form copy.
6. UNCHECK Form is Preferred box if this will not be your default form.
7. Hover on arrow next to Save button then click SAVE AS instead to save a copy.
8. Go back to Customization >Forms > Transaction Forms.
9. The new custom transaction form is now added on the list. 
10. Users can now see this new form under CUSTOM FORM field of the record.