Copy Form
FollowIt is possible to copy data within the elements of certain views directly from them, without having to recreate the data manually:
- Create or copy an existing view
- Include the fields containing the elements you want to copy
- Select this view in the Copy field of the View and Form Configurator in the corresponding section
Example: if you want the copied employee salaries to automatically fill in the Monthly Payments and Fixed Gross fields:
- Go to Settings > View and Form Management
- Search for the system form Salaries
- Copy the form (you can rename it, for example, “Salaries for Copy”)
- Delete all fields you don’t want to copy, leaving only Monthly Payments and Fixed Gross
- Open the form options and select the following:
- Publish
- Available in Back Office
- Available as List/Print/Dashboard
- Save everything
- Go back to Settings > View and Form Configurator
- Locate the Salaries section, and under the Copy section, select the previously created “Salaries for Copy” form
- Save everything
- Verify the operation:
- Go to Employees > Salaries and click an existing salary
- Click Actions > Copy: a new salary record will be created for that employee, with the Monthly Payments and Fixed Gross fields copied from the previous salary
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