Copy and Paste Function for Conditions

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3 comments

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    Lauren Sunday

    Hi Carly,

    Thanks for posting to the Community! I think we may have what you need in the product already but please correct me if I am misunderstanding what you are requesting. You can copy either an individual field or screen with all settings, conditions, reference data, etc. intact in both the Advanced Form Builder and the Builder BETA. 

    Although it didn't answer this person's request, the methods for copying a field and screen in both builders is included in my comment on this post: https://help.gocanvas.com/hc/en-us/community/posts/4990172317591-Be-able-to-move-multiple-sections-at-once-

    Please let me know if you have any questions or need to clarify your request if I misunderstood!

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    Joseph Nelson

    Lauren Sunday I would like the capability Carly Gladwell is mentioning above as well.  To clarify what I am looking for is being able to copy and paste field and screen conditions from one field/screen to another without having to copy the whole field.  This is useful when you have an exist form and are updating but don't want to copy and replace fields, which will screw with the analytics data.  It would just make it much quicker than manually entering all the conditions.  Another option would be to save a field condition within a form, so once you create a field/screen condition you could name it and save it, then apply to fields with out having to go through 4+ dropdowns.

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    Joy

    Hello Joseph, 

    Thanks so much for reaching out. Please let me know if I am understanding the request correctly. It sounds like you want to copy just the formula's for conditions or reference data and not the entire field/screen itself? If this is correct, this is a great idea that I will pass along to our team. I do understand how helpful this request could be. 

    In addition export labels may assist if labeling errors/duplications are a concern.  If an export label is added, once the field is copied the export label would just need to be adjusted. Here is a link with more information on this Export Label 

    Let me know if I understood your inquiry or if you have additional information to add. Thanks so much!

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