How to Copy a Plan Details Form in OnePlan

Direct Answer: How to Copy a Plan Details Form in OnePlan

To copy a Plan Details form in OnePlan, open the Form Editor for the Plan Type you want to change, select the Copy icon in the upper right corner, and choose the Plan Type to copy the form from. Select Yes to confirm, then select Save. The copied form settings, including all of its pages, are applied. Copying overwrites any configuration you already have on the destination Plan Type.

What This Article Covers: Copying a Plan Details Form

This article explains how to open the Plan Details Form Editor and copy an existing form from one Plan Type to another, so you can use it as a starting point instead of building a form from scratch.

What you will accomplish By the end of this article, you will be able to open the Form Editor and copy a Plan Details form from another Plan Type.

Before You Begin: Copying a Plan Details Form

Before you begin, make sure you have:

A OnePlan account with Owner permissions
The Plan Details App installed — see How do I add apps?
The Plan Type you want to change, created in the Area Editor
A Plan Details form already configured on the Plan Type you want to copy from

Why This Matters: Copying a Plan Details Form

Context: Start From an Existing Form

Plan types often share much of the same layout. Copying a form from another Plan Type gives you the sections, fields, elements, and pages to start from, so you only adjust what differs.

Context: Copying Overwrites the Existing Form

Copying replaces the destination Plan Type’s existing form configuration, including any pages you already created. Copy a form before you start building on the destination Plan Type, not after.

Step-by-Step: Copying a Plan Details Form in OnePlan

Task: Open the Form Editor

There are two ways to access the Plan Details Form Editor:

From the Global Navigation: Select Setup to enter Setup Mode. Select the Edit icon next to the Area where your Plan Type is located to open the Area Editor. Select the Plan Types tab, then select the Form Editor icon next to the Plan Type you want to edit.

From the Details tab of a plan: Go to the Details tab of the desired Plan Type. Select the Configure icon in the top right of the form to open the Form Editor.

Task: Copy an Existing Plan Details Form

Starting from the Form Editor for the destination Plan Type:

Select the Copy icon in the upper right corner.
Select the Plan Type you want to copy the form from.

Select Yes to confirm. The page reloads and the copied form settings, including all of its pages, are applied.

Copying a Plan Details form from another Plan Type overwrites any existing configuration you have done, including any pages you already created.

Select Save.

Frequently Asked Questions: Copying a Plan Details Form

Q: Where do I open the Plan Details Form Editor in OnePlan? A: In OnePlan, select Setup to enter Setup Mode, open the Area Editor for the area, select the Plan Types tab, and select the Form Editor icon next to the Plan Type. You can also select the Configure icon on the Details tab of a plan.

Q: Can I copy a Plan Details form from another Plan Type in OnePlan? A: Yes. In OnePlan, select the Copy icon in the Form Editor, choose the Plan Type to copy from, and confirm.

Q: What happens to my existing form when I copy another Plan Details form in OnePlan? A: In OnePlan, copying overwrites the existing configuration on the destination Plan Type, including any pages you already created.

Q: Are pages copied with a Plan Details form in OnePlan? A: Yes. In OnePlan, the copied form settings include all of the source form’s pages.

What to Do Next: Copying a Plan Details Form

Walk through the full process: - Plan Details Form Configuration in OnePlan - Guided Workflow

Get started with related tasks: - How to Add and Arrange Sections on a Plan Details Form in OnePlan - How to Add and Configure Fields on a Plan Details Form in OnePlan - How to Add Tables and Other Elements to a Plan Details Form in OnePlan - How to Organize a Plan Details Form into Pages in OnePlan

Learn about related topics: - Plan Details Forms in OnePlan - Admin Overview