Forms - Copy Form and Copy Field Configuration
Applies To Version(s): 4
Copy Form is included in ShareVision and ShareVision Plus subscriptions.
Copy Field Configuration is included in ShareVision Plus subscriptions and can be purchased as an add-on for ShareVision subscriptions.
If your ShareVision site is an upgraded site from a previous version (3, 3.5 or 3.7), this feature will require some configuration by our team before it is available on your site. Please email experts@sharevision.ca and request that this feature be configured. It will be configured at no charge.
- 1 Overview
- 2 Use Case
- 3 Requirements/Dependencies
- 4 How to Enable the Copy Button on a Form
- 5 How to Configure Copy Fields
- 6 How to Edit Settings for Copied Fields
- 7 How to Remove a Field from Being Copied
- 8 Staff User Guide - Copy Form without Copy Field Configuration
- 9 Staff User Guide - Copy Form with Copy Field Configuration
- 10 See Also
Overview
In Configure Portal Settings on your ShareVision site, you can enable the Copy feature on Announcement, List and Calendar Page Parts which will allows users to copy a form and then edit it before saving it.
With the Copy Fields Configuration feature, a ShareVision Administrator can configure which fields on the form should be copied to the new form and if the copied fields should be read-only (not editable).
Use Case
Customers have used these features with the following types of forms:
Daily PRN Count
Emergency Response Drill
Medication Disposal
Monthly Program Inspection
Monthly Group Home Inspection
Shift Schedule
In this knowledge base article, copying a form for Medication Disposal will be used to demonstrate how both the Copy Form and the Copy Field Configuration features can be set up.
Requirements/Dependencies
To use this feature, the following is required:
Login with ShareVision Administrator permissions
An Announcement, List or Calendar Page Part that you want to provide users with the ability to create a new record by copying an existing form.
How to Enable the Copy Button on a Form
Login to ShareVision with a user account that has Site Administrator permissions.
Select the gear in the upper right hand corner and then select Site Administration
When prompted, enter your ShareVision Administrator username and password and select Sign In
Navigate to the Page Part for the form that you want to enable the Copy button on. In this example, we will use the Medication Disposal Page and Medication Disposal Page Part which is located on the Individuals Portal.
Expand the Page Part Buttons section.
Scroll down to the Display "Copy" Button on Forms option and check the box.
Scroll down and select Save.
With this setting, ShareVision users can create a copy of an existing form which will allow them to edit the copied information and save it. Click here to view the Staff User Guide - Copy Form without Copy Field Configuration.