Question

Feature Request: Duplicating Field and Lookup Rules

Forms Ideas

Updated July 3

asked on March 29, 2017

We have a number of forms in which applicants can add up to 10 Client Information Applications on a single form, but several field and lookup rules need to be made for each application separately. In the future these and other forms could have more than 10 depending on the type of application. This process has been very time consuming as each rule needs to be recreated. Being able to duplicate these rules would be a very useful time management feature for a number of projects we are working on. If there is already a way to do this I would love to hear it, but I do not believe that is available at this current time.....

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replied on December 23, 2019

I'd like to give this a bump. I very frequently set up field and lookup rules that are very similar. Allowing us to duplicate these would be a huge time-saver. Even if the system shot out a warning at us that rules were identical (if we failed to change them after duplication), we could easily rectify that, and like I said, huge time saver.

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replied on April 7, 2020

I would also like to give this request some attention!

I'm creating dozens of field rules at the moment that take a value from a drop down field and use it to display a section of the form. If I could duplicate the field rules it would save a lot of time scrolling through all the variables to find the drop down values each time.

Also, though this would probably need raising as another feature request if it isn't already, it would be incredibly useful to specify which variables you want to scroll through when creating rules - at the moment you have to scroll through every single variable on the form which is incredibly time consuming. As I'm only using the rules to display sections, I would like to specifically search through the section variables only.

- Better yet would be the option to type which variable you're searching for and have a list of similar variables populate in the drop-down!

I appreciate that this might be a cloud feature (?) but being in Europe I am unable to use the cloud version.

Thanks,

Pip

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replied on May 11, 2017

Hi Jody,

Can you give more details on the feature you requested?

Since rules are bound to fields, how would you like the rules to be duplicated? Bound to original fields or automatically created when copying multiple fields?

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replied on July 30, 2020 • Show version history

Forms - Print Field Rules (Enhancement Request)

Even just being able to print out the field rules (without them being cut off) for a particular form would be much appreciated. Then a printout of the field rules could be referenced when adding field rules to a second form.

Workaround - Use Snip and Sketch to capture as much of the Field Rules page as you can, paste that into a Word Doc. Repeat until you have images of all of them in your document. Print to use as a reference while you work on the Field rules for the second form (actually you don't have to print it, just open the doc on a second screen or tile your view).

Christine

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replied on July 30, 2020

+1 on the ability to copy+paste field AND lookup rules!

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replied on July 1

I am wondering if anything further with this developed. If not, I'd like to bump this request as well.

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replied on July 3

The feature request has been sent to team. Thanks.

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Feature Request: Duplicating Field and Lookup Rules

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