In this tutorial, we'll walk you through the process of choosing whether to copy field values when duplicating a form in the mobile app. Additionally, we'll show you how administrators can establish rules to enforce manual data entry for specific fields during the copy process.
Step 1: Accessing Admin Settings
- Admins, start by accessing the back office.
- Navigate to the "Forms Options" tab.
- Under the "Mobile" section, ensure that the "Allow to copy data in the history" option is selected.
This step enables you to customise field copying behavior.
Step 2: Customising Field Entry Requirements
- With the "Allow to copy data in the history" option enabled, you can now customise which fields will necessitate manual entry even after copying data in the mobile app.
- Click on "Customise" to begin the customisation process.
- Select the specific form fields that should require manual data entry when copying.
Please note that the list, calculation and reference fields are not compatible with this feature - Once you've made your selections, click "Confirm" and "Save" to save your customisation settings.
Step 3: On the Mobile App
- On the mobile app, navigate to the data section.
- Locate the form data you want to copy and click on the three dots next to it.
- Tap on "Copy."
- You'll notice that the fields you marked for manual entry during customisation in the back office will now prompt you to provide data, while the remaining fields will be copied automatically.
With these steps, you can precisely control how field values are copied within the mobile app, ensuring data accuracy and efficiency in your workflow.
