Does anyone know if you can duplicate a record (or copy) and still have it show within the tableview

Dena Ahlers
Contributor
December 5, 2024

We use ConfiForms.

We currently have a process where a person needs to select register, enter the information from the template and then once the record is submitted it shows within the tableview.  But if I copy the record it shows under the folder but it doesn't show within the tableview's information since it didn't go through the normal register process.  Is there a way to copy a record avoiding filling everything out again and showing within the tableview?

Thank you for any advice!

1 answer

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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.
December 5, 2024

Interesting case - do you have a TableView somehow filtered by some fields that are restricted for edit for the user who copies the record?

As what you say is exactly how the "copy record" works - assuming the user has enough permissions to copy all the field values, then those will be copied.

And the record should appear the the view

Dena Ahlers
Contributor
December 5, 2024

No restrictions, but we do have a lot of configurations within the IFTTT macros to "create" a new page. I'm not sure if that is why if you do just a copy it doesn't get "created" which is how the macro is set up.

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.
December 5, 2024

Do you mind sharing the configuration?

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