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Copy Tool on Mobile

 

Overview:

When a form is converted to a different form (for example converting a PPI form to a Drop Fee form), you may restrict the option from appearing on mobile based on user permissions. This feature makes it so that the only time a form shows the "copy to" or "change to" options is when the user has create permissions for the destination form.

Configuration:

  1. Go to the Setup page
  2. Go to the form you wish to convert
  3. Select Properties
  4. Scroll down to the “Form Conversion”, expand the region, and select “add a form conversion”
  5. Choose the destination form (The next page is where the details of the conversion are selected to be transferred over and Save)

***Make sure that the intended users have permissions to create the destination form or else they won’t see the option to convert the form. To give them permission, go the the “Properties” of the form > Form Permissions > check the boxes for each role that should have create privileges. Select "Submit" to save the changes.***

  1. Select the form
  2. Select “Show all” in the top right corner
  3. Select the item you wish to convert
  4. Select the preferred “Change to” option
  5. The data entered for the previous form will be converted over to the new form
Have more questions? Submit a request

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