I would like the ability to do a "Save As" when I'm filling out a form, so I can essentially have two copies of the same form. This would come in handy in a couple of cases. First, we have new services going in where we have lot drawings that will be the same on two submissions, as two structures are sharing one line. Second, it would be nice when we are doing things like meter changes, where one lot has two meters and all of the info will be the same except a meter number.
Thanks,
Dylan
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If you have mobile edit turned on for your app, you can complete one submission and then go to the history and use the "New" option to open a new submission with the same data already in it. Then you can just adjust the few things you need to and submit again. Would that work for your use case?
If so, and if you would like to vote it up, here's an enhancement request to change the word "New" to "Copy" instead and hopefully be able to allow copy (or not) in much the same way that mobile edit can be restricted (or not) per app.
https://help.gocanvas.com/hc/en-us/community/posts/360021673034-History-tab-Change-New-to-Copy-and-allow-controlling-Mobile-Copy-in-addition-to-Mobile-Edit-per-app
Hi Nathan- I upvoted your post as I also think it would be helpful. Your solution would work for the meter change-outs, where we go from one to another submitting in between. However, for the drawings I was talking about, those require customer signatures and we would need to have 2 un-submitted apps saved at the same time with the same drawing. Thanks for reaching out! -Dylan