Users can copy individual form responses that their business has previously submitted. This feature is primarily available to accelerate the time it takes to fill out a response if a portion of the questions is answered the same way,.
Please note: Copied form entries are a full copy of the entry, no notifications will be issued on a copy within the initial step.
How to copy an Form Entry
1. Once logged into Connect, click on Form Entries within the left navigation.
2. Within the form entry table, click on the copy icon available to users with edit permissions that will allow you to copy a form.
Please note: Users will see this copy icon regardless of the status the incident is in.
3. Once you select the copy icon a pop-up window will appear.
4. Within the window, you will need to choose a status if the source incident had multiple transition steps at the "Create" step. This ability to choose a status is only enabled if and only if there are multiple transitions from the create state to other statuses in the form type. Otherwise, it will be disabled.
For example - for most form types that simply from Create → Open, there’s no need for them to choose Open. For incident types that have Create → Open AND Create → For Review, the user would pick between Open and For Review - just like they can do when creating an incident ad-hoc.
5. Upon clicking “Copy”, a new incident is created and you will be taken directly to that new form entry detail page.
6. Within the form entry details page, all of the form's information is copied from its source.
7. The copied form entry will get the next incident ID in the queue.
8. The copied form's history is cleared, and will have a new initial entry referencing the clone action.
9. The originating form gets an item in its history as well.