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Feature Request: Forms - Copy a form\Create a template

Updated April 4, 2018
asked on April 2, 2018

I have a feature request.  In forms it would be great if a user could create a copy of a form or a "template."  Here is the use case.  The user is filling out a long form, maybe a daily report, where a bunch of the info is the same day to day, but not always.  If they could create a template of that form with the data that is consistent day to day, they could just start with that template.  In my case defaulting the fields doesn't help, because while the data is the same for a given user for a while, another user needs different 'defaults'.

 

Thanks!

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Replies

replied on April 3, 2018 • Show version history

Hi Alon, i can see how this could be accomplished with a liitle work in forms. I think you need a drop down field "Template", and a database. Under the Template field would be an option "New Template", where if chosen would show a field for "New Template Name". When chosen you would write the Template name and data field to a Database. Populate the Template Field in the form using a lookup with the Template Names, Appending the "New Template" to the end. Then have a lookup rule run to populate the fields when a Template is chosen which will give you the prepopulated values as you requested.

Hope this helps

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replied on April 4, 2018

Steve,

Thanks.  I think that would work, although it would be nice if it were native functionality, hence the feature request.  Out of curiosity, would you write template data to the DB through a workflow?  Or javascript?

 

Off topic, but I am also trying to embed photos from forms into word.   I noticed in another thread you were attempting something similar https://answers.laserfiche.com/questions/107948/LF-Workflow-Word-Update-merge-with-a-photo .  Did you ever find some kind of solution to that?

 

Thanks,

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replied on April 4, 2018 • Show version history

Hi Alon, I would use Workflow to write the data to the template once the form was submitted.

In regards to your picture question, I hadn't had any success to date. If i do find a way though, I will post it.

 

Steve

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