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Manage Variables, Groups, and Pages within Questionnaire

Duplicate Variables, Groups, and Pages in the Questionnaire

The
Duplicate
 option allows variables, groups, and pages to be copied and reused, reducing the need to recreate existing questionnaire elements. Duplicated items can be modified independently after they are created.
To access this option, right-click a variable, group, or page and select
Duplicate
 from the context menu.
Authors can:
  • Duplicate a group
     and then rename the copied variables as needed.
  • Duplicate an entire page
    .
  • Duplicate individual variables
    .
  • Use duplication within the
    To Be Allocated
     list as well.

Duplicate a Variable

  • Open the template in the Questionnaire tab.
  • Navigate to the page and group that contains the variable you want to duplicate.
  • Hover over the variable, click the more options menu on the right side of the variable card, and select
    Duplicate variable
    .
  • A new variable is created directly below the original. The duplicate inherits the same variable type, question prompt, and configuration settings as the original variable. The variable name is automatically suffixed with "- Copy" (for example,
    LandlordName
     becomes
    LandlordName - Copy
    ).
The
Duplicate variable
 option creates a copy of the selected variable within the questionnaire and can be updated as required.

Duplicate a Group

  • Open the template in the Questionnaire tab.
  • Navigate to the page that contains the group you want to duplicate.
  • Click the more options menu next to the group name.
  • Select
    Duplicate group
    .
  • A new group is created directly below the original group. The duplicate retains the same title, variables, validation rules, and configuration as the original group. The group name is automatically suffixed with "- Copy" (for example,
    Tenant Details
     becomes
    Tenant Details - Copy
    ).
The
Duplicate group
 option creates a copy of the selected group within the questionnaire. This allows authors to quickly reuse an existing group without recreating its structure and settings. The duplicated group retains the same variables, validation rules, and configuration as the original group, and can be updated as required after it is created.

Duplicate a Page

  • Open the template in the Questionnaire tab.
  • In the Pages panel, locate the page you want to duplicate.
  • Click the more options menu next to the page name.
  • Select
    Duplicate page
    .
  • A new page is created directly below the original page. The duplicate retains the same groups, variables, validation rules, and configuration as the original page. The page name is automatically suffixed with "- Copy" (for example,
    Party Details
     becomes
    Party Details - Copy
    ).
The
Duplicate page
 option creates a copy of the selected page within the questionnaire. This allows authors to quickly reuse an existing page without recreating its structure and content. The duplicated page retains the same groups, variables, validation rules, and configuration as the original page, and can be updated as required after it is created.

How Duplicate names are generated?

Let's see how naming rules & incremental suffixes work. The system ensures no two variables, group titles, or page names are identical. Here's how it works:
Scenario
Result
First duplicate of Variable
Variable - Copy
Variable - Copy already exists
Variable - Copy 2
Variable - Copy 2 already exists
Variable - Copy 3
Variable - Copy 2 was deleted (gap exists)
Next duplicate fills the gap > Variable - Copy 2
Duplicating Variable - Copy itself
Variable - Copy 2 (suffixes do not stack)
The cloning functionality is designed to speed up questionnaire authoring by letting users reuse existing structures without manual recreation. Whether they need a slight variation of an existing variable, a similar group layout, or an entire page with the same structure, duplication gives you a reliable starting point instantly.

Find references of a variable

The
Find references
 option helps authors identify where a variable is used throughout the questionnaire dictionary. This makes it easier to understand dependencies and assess the impact of changes before updating or removing a variable.
References can include:
  • Guidance associated with other variables or groups.
  • Computation variable definitions.
  • Warnings and validation rules.
  • Lookup tables and custom functions.
  • Selection options and other variable properties.
  • Questionnaire settings, such as the generated document name.
To view a variable's references, select
Find references
 from the variable's more options menu.
A new window opens, listing all locations where the variable is referenced.
In the example, the
TenantName
 variable is referenced in:
  • The
    Selection options
     field of the
    LeadTenant
     variable.
  • The
    Name
     field of the
    Generated document name
     setting.

This article applies to:

  • Product: Contract Express

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