Copy/duplicate process

There is often a requirement to duplicate or copy an existing process as a new process. This is currently only possible via the workflow. To do this, proceed as follows:

In the Form Designer

Create new button

• Create a new button in the form
• The button should only be visible if the process can be copied. You can define this under “Available if”, for example based on a user group or the status of the process.

Select action for the button

• Select an action for the button such as “send no save popup”.

In the workflow

Create processing chain

• Create a new processing chain that is linked to the previously created button.

Set up forwarding

• Add the “Forwarding” action to the processing chain.
• Use the placeholder [%$FORM_LINK%] as the target URL.

Define parameters

• Create a corresponding URL parameter for each form field whose content is to be copied.

Test function

As soon as you have completed the configuration, you can click on the “Copy” button for an existing process. This opens a new window in which a new process is created. The previously defined form values are automatically pre-filled.

Note

Copying does not currently work for dynamic elements.

Example in the FormStore

You can find an example in the formcycle.STORE at:

https://formexchange.formcycle.eu/formcycle/ui/portal/form-store/public/formstore/index.xhtml?client=demo

Simply search for “Copy process” here.