How to duplicate a file?
In the Back Office
In the view of a submission and in the table view of all submissions, there is an "Action" button appearing when you select one or many. In this menu, you find a duplication option.
In a view that lists the submissions, you have to open the contextual menu. To do so :
- On Android: long press on the label of a submission.
- On iOS: Drag the label of a submission to the left to reveal the menu.
Display of the context menu on Android (left) and iOS (right)
What data is duplicated?
By default, when a submission is duplicated, all of the information it contains is copied. On the other hand, it is possible to define which fields to duplicate when cloning a submission. This is configured in the Advanced Settings of its form.
The relation fields
When duplicating a submission, if a relation field is to be copied, we check the relation parameters in the form to know what to do.
Also, be careful not to put the same system name on your relationship elements fields (and formulas based on a child field) so that the submission is duplicated.
Relation under content
If the relation does not allow selection (but allows creation): we recreate the sub-file and link it to the new file.
The fact of not allowing the selection shows that we are in a relation of type "under content". The sub-file only exists within its parent file, so it must be duplicated.
If the relation allows selection: a link is created between the existing sub-file and the new submission.
The selection being available, we are in a "reference" relation. The sub-file can have meaning as such or in other parent submissions. So we do not duplicate it.
Forms with workflow
Duplication is a tool that facilitates the creation of a submission. This functionality is therefore limited to files in an initial state.