Will Cooper
Will Cooper
November 03, 2023

You can copy any rule from one element of a SharePoint form and paste it onto another. Form Designer in Ultimate Forms supports copy and paste for all four rule types, permission rules, validation rules, default value rules, and style rules. Check off the rules to copy, click the copy button in that rule section's header, click the target element, and paste. A copied rule can be pasted onto as many elements as you need. A companion capability, Element Copy, duplicates entire form elements, containers, headers, fragments, and more, anywhere in the form.

Two small buttons, and yet they change how you build. Here is why, and exactly how to use them.

Repetition is the hidden cost of good forms

The better a form gets, the more its rules repeat. Hide the finance tab from non-finance users, and the same permission rule belongs on every column of that tab. Highlight overdue fields in red, and the same style rule applies to each date column. Require a value when status is Submitted, and a dozen columns need the same validation condition. Well-designed forms are full of deliberate, consistent behavior, and consistency, built by hand, means configuring the same rule again and again.

Rebuilding a rule manually is not just slow; it is where inconsistency creeps in. Recreate a condition twelve times and the thirteenth will eventually differ by one operator, and now two columns that should behave identically don't, and someone spends an afternoon finding out why. Copy and paste eliminates the retyping and, with it, the drift: every pasted copy starts life identical to the original.

If rules are new territory, start with How to Build Dynamic SharePoint Forms with Rules; this article assumes you have some and want to stop rebuilding them.

Copying rules, step by step

The mechanism will feel instantly familiar, and that is deliberate: it works just the same as copy and paste in a Word document.

First, on the source element, check off the rule or rules you want to copy, then click the copy button in the header of that rules section:

Select rules to copy

Your copied rules are now stored and ready to apply. Click another element in your form, and in the corresponding rule section click the paste button:

Paste rules

That's it. The rule now exists on the target element, identical to the source:

Pasted rules

Two behaviors are worth knowing. Copying is one-slot: whenever you click the copy button, any previously copied rule is replaced by the new selection, so copy, then paste everywhere you need, then move on to the next rule. And pasting is unlimited: one copied rule can be pasted onto element after element, which is precisely what makes the tab-wide permission scenario a thirty-second job.

Note the phrase "corresponding rule section": rules paste into their own kind. A permission rule copied from one column pastes into the permission section of another, a style rule into the style section, and so on, which keeps the operation predictable.

Copying whole elements

Sometimes the thing that repeats is not a rule but a structure. A styled container with a header. A fragment holding formatted instructions. A block you have laid out carefully and now need three more of. That is what Element Copy is for: it duplicates controls, containers, headers, fragments, and other elements, throughout your form.

To use it, click on an element, then click the copy button on the right side:

Copy element

The practical pattern that falls out of these two capabilities together is worth naming: perfect one, propagate many. Build a single column or container completely, its permissions, validation, defaults, styling, and layout, review it until it is exactly right, and only then copy it across the form. You do the careful thinking once, and the form inherits it everywhere. This is the same philosophy that runs through the platform at larger scales: Fragments reuse content blocks across forms, and tenant-wide style consistency applies the propagate-don't-rebuild idea to entire organizations. Copy and paste is the within-one-form member of that family.

Edit boldly, with a safety net

Bulk operations invite bulk mistakes, and pasting rules across many elements is a bulk operation. It is comforting to know that Form Designer keeps version history, so a propagation session that goes sideways can be rolled back rather than reverse-engineered. Copy freely; the undo exists.

The habit to build is simple. Next time you catch yourself configuring a rule and thinking "I just did this on the previous column," stop. Delete nothing, retype nothing: check, copy, click, paste. The minutes saved per form are real, but the consistency is the bigger prize, because forms whose identical behaviors are actually identical are the forms that stay maintainable a year later.

Loading...

Add your comment

Comments are not meant for support. If you experiencing an issue, please open a support request.
Build powerful business applications in SharePoint using only your browser.
100% No-Code Solution
It’s never been easier to create, innovate, and share. All you need is your web browser!
Cost-Effective
Address business process pain points immediately. Save time and money.
Fantastic Support Team
In addition to our responsive support team, a wide variety of resources, documentations, tutorials, blogs and webinars is available to you
ULTIMATEforms is a complete platform that enables everyone to easily create and maintain Microsoft SharePoint-based business solutions without a single line of code
Powerful Forms
State-of-the-art responsive forms, complete with tabs, permissions, dynamic rules, repeating sections, electronic signatures and advanced validation, powered by our AI-assisted form generator
Powerful Automation
Replace complex workflows with simple, but powerful actions to create and update data inside SharePoint and in a variety of integrated applications and databases
Powerful Reporting
Transform data into actionable insights with detailed exportable reports, sophisticated dashboards, color-coded calendars and dynamic charts
100’s of Templates
Build and replicate business solutions with ease, selecting from our vast free library and creating your own custom templates, all installed with a single click
Dive deeper
Watch a short introductory video showcasing the different unique capabilities of UltimateForms.
Ready to get started?
Hands-on training is the best way to get proficient. That's why we've created three unique training offerings which will help you master ULTIMATEFORMS. Our interactive sessions are delivered via web meetings and conducted within personal virtual workspaces.
100% No-Code Solution
It’s never been easier to create, innovate, and share. All you need is your web browser!
Cost-Effective
Address business process pain points immediately. Save time and money.
Fantastic Support Team
In addition to our responsive support team, a wide variety of resources, documentations, tutorials, blogs and webinars is available to you
Microsoft partner logo
© 2005-2026 Infowise Solutions Ltd. All rights reserved.
Privacy | Cookie Policy | Accessibility | Cloud SLA