Ramon Schouten
Problem:
When cloning a product in
HelloID Service Automation
, the associated form is
linked
, not
copied
. This is
by design
according to the docs, but it's inconsistent with how
Delegated Forms
behave — where cloning creates a full copy.
This often leads to confusion. If users want a true clone (with its own form), they have to:
  1. Open the original product
  2. Switch to the editor
  3. Copy the JSON of the form
  4. Paste it into the new product's editor
This process is time-consuming, error-prone, and doesn't align with expectations — especially since customers more often clone products than standalone forms.
Proposal:
  • Clone Option Prompt:
    When cloning a product, present a choice:
-
Link existing form
(current behavior)
-
Create a full copy of the form
(new behavior)
  • Consistent Behavior:
    Match the cloning behavior of Delegated Forms for a more intuitive experience.
Benefits:
  • Improved Consistency:
    Aligns logic across different parts of HelloID
  • Time Savings:
    Avoids manual copy-pasting of form data
  • More Control:
    Lets users choose what fits their workflow
  • Better Usability:
    Reduces confusion, especially during implementation projects