I have set up a form to create procedures. It has status field which contains {pending, approved, active, closed}. After being closed, occasionally, I would like to reuse a specific procedure (record).
What is the best way to copy all the data of the procedure into a new entry?
The fields I am using are:
Number: auto number
Title: text
Status: Dropdown with options of: Pending, Approved, Active, Closed
Dates: Date interval
Coordination: Smart multi row
Group: Security Group
Approval: User
Date: Date
Procedure: Text area
Attachment: File
Thanks in advance for the assist.
What do you mean by "reusing"? Do you want to create a copy of the record based on the data you have in some other record?
Alex
I like to initiate an action (action button??) that creates a new record with a copy of the current record's data.
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May be just a view with Edit Controls where you enable “copy” button?
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