Duplicate Form Templates in CX

  • Feature
    Enable users to duplicate existing Form templates in the CX platform, similar to the “Duplicate Project” functionality. This would copy all fields, logic, and configurations into a new editable template.

  • Example
    A user creates a comprehensive onboarding form for Q3. For Q4, they want a nearly identical form with only minor updates (e.g. date ranges, one new question). Instead of recreating it manually, they click “Duplicate”, rename the new template, make quick edits, and publish.

  • Rationale
    Duplicating templates streamlines form creation, reduces repetitive work, and minimizes the chance of configuration errors. It supports faster iteration and consistency across teams.

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Board

Stax.AI Roadmap

Author

Jericho Galindo

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