dulpicate existing entries of a form

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This topic contains 2 replies, has 0 voices, and was last updated by  imperial 8 years, 1 month ago.

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  • #544

    imperial
    Participant

    Hi,

    Is there any way to duplicate a closed instance of a form & re-open only 1 instance?

    in effect i need to have the original entry as read only from a specific date onwards for reporting purposes, but still need to the ability to make ammendments/updates to the form throughout the year without affecting the original submission!!

    Is this possible?

    #5395

    CJ Hines
    Participant

    There is no way to accomplish this task as each instance is unique and can only be created once.

    #5447

    You can create a child instance of the instance. Simply use a show form button or behavior that is visible only to certain roles. You will have to create a custom parameter for every field input on the form. You will also have to create a mechanism in the form to determine if it is a child or simply a new instance. This is how I did it: When the form opens set your fields with the custom parameters. Then use a simple branch to ask if a field that would definitely be populated is not empty. If it is a new instance, it will be empty because there will have been no custom parameters coming from a parent. If the field is not empty, then close the instance (or do whatever you need to do with it)

    Here is a link to the page in our documentation about the parent child forms: http://www.perfectforms.com/Documentation/manual/html/?parent_child_forms.htm

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