How to edit a Form shared by a different Department

If Department functionality is enabled, forms can be shared from one Department to another. 

Once a form is shared, the Department the form was shared from becomes the form's owning Department. Only Admins and Designers belonging to the owning Department are able to make changes to the form and to any form-specific features (Workflow, Dispatch, email options, Reference Data).

If a non-owning Department needs to edit a Department-shared form to reflect the Department's specific information, follow these steps:

1. Go to the non-owned department's Forms page. Any Department-shared forms will show the owning Department's name if you hover over the Edit icon column.
   
   

   
   
   

2. Click the Quick Links button, then select Copy.

   
   
   

Once copied, you will click the Edit icon allowing you to edit the copied version of the form. The copied version will be owned by the "copying" department.