Confiforms copy a form entry

Douglas Stransky 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

0 votes
Alex Medved _ConfiForms_
Community Leader
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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 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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 18, 2025

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

Douglas Stransky February 19, 2025

That did the trick.  Thanks!

 

 

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