How to Use Quick Copy

How to Use Quick Copy

Overview

Quick Copy allows you to create a new Draft and import the Region values from a previously sent Form. For example, if you visit the same job on multiple days can use Quick Copy to populate the customer data. The Regions available for Quick Copy are determined during Form design in Forms Designer.
Note: Form Designers can refer to the article on Creating Regions in Forms Designer for information on how to enable or disable Quick Copy for specific Regions.

Using Quick Copy

1. Click on the   icon to the right of the sent Form. 
OR
1. Press and hold to select a sent Form.
2. Select Quick Copy from the options dialog box that appears. 



Warning: If an updated version of the Form has been downloaded to your device, that version of the Form will be used for Quick Copy and may cause unexpected behavior if Regions have been added or removed since the version you used to send the Form being copied. For example, if new page(s) are inserted, no Region values starting at the new page will be quick copied.
We recommend starting a new Blank Form instead of using Quick Copy if a Form has recently been updated to ensure there are no data inconsistencies.



    • Popular Articles

    • Mobile Forms iOS Install Via the Apple App Store

      Tutorial Video A tutorial video is also available and covers most of this material if you prefer to watch an overview of how to install the app. Accessing the Apple App Store There should be an icon for the Apple App Store on the home screen of your ...

    • Forms Designer Quick Start Guide

      Overview Field2Base Forms Designer is the proprietary software application that allows your existing paper forms to be quickly converted to a smart E-form available to your end users via our mobile and web-based Mobile Forms applications. This ...

    • Portal 11.28.2023 Release Notes

      Overview Our release notes offer brief descriptions of product enhancements and bug fixes. We include links to the current articles for any affected features. Those articles will be updated shortly after the Portal release to include new ...

    • Integration Service Configuration Guide

      How To Configure Integration Services To Allow Read/Write Access on a Network Path All of our Integration Products, including the DIM, DUU, and EDM have respective Windows Services responsible for communicating with our server. Occassionally, ...

    • Data Integration Module (DIM) Migration Guide

      Overview This article provides the information necessary to migrate the Field2Base Data Integration Module (DIM) over from one server to another. Please refer to the DIM Install Guide for the initial installation of the Field2Base DIM. Once that's ...