The new Vitre version allows cloning actions and forms that were already closed. This ability will allow any user that has permission to view the action, to duplicate/clone this form and open a new action with the previous answers that were submitted.
How To Perform?
1. From the App
Go to the Agenda Screen.
Click on the requested form/action that was completed.
Go to the three dots of the form and click on “Clone Action”
2. From the Web
Go to the actions list page
Click on the requested action that was completed.
Go to the three dots in the action card and click on “Clone Action”
3. A new action will be created.
4. The following details will be copied:
- The title of the action
- The Description of the action
- The Responsible will be the user who initiates this clone
- The Project of the action will be copied (Including all the settings of the project/form)
- The Context fields (Location, Equipment, Issue type, People) will be copied
- The status will be “Open” (same as any new action)
5. The new action will be presented in the agenda of the user who initiated this clone
Please note the following:
- The signatures will not be copied
- If there is a workflow in the form - only the first step in the categories will be duplicated
- If the form has auto sub actions in the task rule, this functionality will generate the sub action again
- The ability to copy/clone the form will exist only if the form creator enables it in the settings, as following: If “Allow Copy” is not marked, the possibility to clone the form won’t be available to the users
