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Confiforms copy a form entry

Douglas Stransky
Contributor
February 18, 2025

I have set up a form to create procedures.   It has status field which contains {pending, approved, active, closed}.  After being closed, occasionally, I would like to reuse a specific procedure (record).  

 

What is the best way to copy all the data of the procedure into a new entry?  

 

The fields I am using are:  

Number:  auto number

Title: text

Status:  Dropdown with options of:  Pending, Approved, Active, Closed

Dates:  Date interval

Coordination:  Smart multi row

     Group:  Security Group

     Approval:  User

      Date:  Date

Procedure:  Text area

Attachment:  File 

 

Thanks in advance for the assist.  

1 answer

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Alex Medved _ConfiForms_
Community Champion
February 18, 2025

Hi @Douglas Stransky 

What do you mean by "reusing"? Do you want to create a copy of the record based on the data you have in some other record?

Alex

Douglas Stransky
Contributor
February 18, 2025

I like to initiate an action (action button??) that creates a new record with a copy of the current record's data.

Alex Medved _ConfiForms_
Community Champion
February 18, 2025

May be just a view with Edit Controls where you enable “copy” button?

Douglas Stransky
Contributor
February 19, 2025

That did the trick.  Thanks!

 

 

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