Copying Items

Copy an existing request form and add a new item.
When you create similar items to existing ones, copying them helps you to save time.
You can only copy items from the same request form.
We recommend that you disable the request forms to prevent users from using them while working with them.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Workflow.

  5. Click Request forms.

  6. On the "Request Form" screen, select a category, and then click the request form name of the request form from which to copy items.

  7. In the "Request form items" list on the "Request form details" screen, select the checkboxes of the items to copy, and click Copy.

    The copied items are added to the bottom of the list of items in the request form.
    The initial value of the item name is "copy of (original item name)".
    Image of a button to use to copy

  8. You can change the settings and display order of the item as needed.

    For details, refer to the following page:
    Changing Items
    Reordering Items and Empty Lines

  9. On the preview screen, check the displayed items.

    For details, refer to Previewing Request Forms.