Duplicate a submitted form

[Mani]

Hi Alex/Eric

We are exposing the form through liferay using the liferay proxy portlet.

Scenario - User wants to do multiple submissions of the same form but with changes to some fields in each submission.

Is it possible for a user to copy the form data from a submitted form to a new version of the same form so they do not have to enter all the data again. 

[Erik Bruchez]

Mani,

One easy way, which also works through the proxy portlet, is to go to the form's Summary page. From there, you have a "Duplicate" button, which allows you to duplicate form data.

    https://doc.orbeon.com/form-runner/advanced/buttons-and-processes/summary-page-buttons-and-processes#basic-configuration

Would this work for you? Or would you like a more automated way to do it?

-Erik

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[Mani]

currently we do not expose the summary page to the end user

[Erik Bruchez]

In that case, setting these properties should do the trick. They define a new button called `save-then-new` (but feel free to pick your own button name), set a label for it, and we define a process that runs when this button is activated. It runs the standard `save-final` process, and then issues a new document id. Here I restricted this for a form with app name `my-app` and `my-form`.

<property as="xs:string" name="oxf.fr.resource.*.*.en.buttons.save-then-new">
    Custom Save
</property>

<property as="xs:string"  name="oxf.fr.detail.process.save-then-new.my-app.my-form">
    save-final
    then xf:dispatch(name = "fr-new-document", targetid = "fr-persistence-model")
</property>

<property as="xs:string"  name="oxf.fr.detail.buttons.my-app.my-form">
    save-then-new
</property>

I hope this helps,

-Erik

To view this discussion on the web visit https://groups.google.com/d/msgid/orbeon/0840d3e2-1b7e-4e05-8101-1a38b9e6438an%40googlegroups.com.

[ebruchez]

As an update, we added a built-in process action called `edit-to-new` which will be available starting Orbeon Forms 2023.1.4. This will avoid using a custom and undocumented event dispatch. The new process will then be:

<property as="xs:string"  name="oxf.fr.detail.process.save-then-new.my-app.my-form">
    save-final

    then edit-to-new
</property>

-Erik