ATLAS FormBuilder - Making a Copy of a Security Group

This document explains how to create a copy of a security group's members and settings.

For a video tutorial, check out:

Step 1 - From anywhere within your desired form group, click the hamburger menu icon at the top left of the page to open the navigation panel, and select Security Groups.

The top of a FormBuilder page. The "hamburger" menu icon in the header bar is highlighted.

The dashboard of a FormBuilder form, with the navigation menu open. The menu's "Security Groups" option is highlighted.

Alternatively, navigate to your desired form group's home page and select Security Groups.

The homepage of a form group in FormBuilder. The "Security Groups" option is highlighted.

Step 2 - Within the Security Groups page, locate the security group you wish to copy. Click the gear icon on the security's group's header, and...

The Security Groups page of a form group in FormBuilder. The gear icon in the header of a security group is highlighted.

...select the Copy Security Group option from the dropdown menu that appears.

The Security Groups page of a form group in FormBuilder. A security group's dropdown menu has been unrolled, and the "Copy Security Group" option is selected.

Step 3 - A new window containing a block of text will pop up. Triple-click the text to highlight it, then copy it. Once you're finished, click the "X" at the upper-right corner of the window, or click Cancel in the bottom-right corner of the window.

The "Copy Security Group" window of a security group in FormBuilder.

Step 4 - Navigate to the Security Groups page of the form group you wish to copy into, and select Paste Security Group underneath the heading.

The top of a FormBuilder form group's Security Groups page. The "Paste Security Group" button is highlighted.

Step 5 - Another new window will open. Paste the text you copied earlier into the box labeled Paste Contents, then click the green Paste Security Group button at the bottom of the window.

The Paste Security Group window of a form group's Security Groups page.

If you are attempting to paste into a form group that already contains a security group of the same name, a message will appear to inform you of this fact, and ask for you to enter a new name for the security group. A new text field titled Pasted Security Group Name will also appear. The field will contain the name "[Original Security Group Name] - Copied" by default, but you can change this by modifying the text to the name you desire.

The Paste Security Group window of a form group's Security Groups page. The user has been asked to rename the pasted group, and the "Pasted Security Group Name" field is visible.

Step 6 - Once you are ready, click Paste Security Group again.

The Paste Security Group window of a form group's Security Groups page. The "Paste Security Group" button is highlighted

Your newly-copied security group should now be listed with the rest of your chosen form group's security groups!

The Security Groups page of a form group in FormBuilder. A newly-pasted security group is listed at the top of the page.