Copy and Paste

 


The Paste tool works in conjunction with the Copy tool. When objects are selected and then copied, clicking the paste icon takes the selected object(s) and pastes the object(s) into the body of a New Form or another area within the same form. The object can then be moved by clicking on the object and moving it within the body/grid of the Form Builder. Below are examples of how the Copy and Paste tools can be used.

 

Copy and Paste Objects in the Same Form:

To Copy objects within a form, click on an object in the body/grid.

 

Click the Copy icon as shown in the following figure.

 

After the Copy icon is clicked the Paste icon will highlight as shown in the following figure. Click the Paste icon.

 

After clicking the icon the selected object is copied and placed underneath the original object (in this example the Free Text field is copied). Click on the original object and drag it to the desired location in the Form Builder body/grid. For this example, the new Free Text Field is placed in the grid below the field as shown in the following figure.

 

After the field is dragged and placed in another location in the body/grid, note the Text Properties. The Field Name is SP_STREET_1 is the original name for the field. When the field above is selected, notice the Field Name as shown in the following figure.

 

The copied field will dynamically copy the Field Name and place an incremented extension of “_1” on the copied field. Since the field already contained the extension “_1” when the field was copied, the system incremented the extension by “1” and it became “_2”. If the same field is copied multiple times, the copied Field Names will contain incremented extensions of _1, _2, etc. on the copied fields. This allows Form Designers to create fields quickly. However, after copying fields, Form Designers still need to remember to add new Field Names and Labels and then create the relationships between the Field Label and the Form Field. For this example, the Label “Street Address 2” is added to the body/grid Form Builder and the Reporting Label is changed to reflect the field as shown in the following figures. 

 


 

Copy and Paste Objects to an Existing Form or a New Form:

Form Designers can copy a single field or multiple fields from one form to another existing form or to a new form. All field properties will copy to the new or existing form. However, if there are fields with conditional actions the conditional actions will not copy to the new or existing form and must be re-written.

To copy fields to a new or existing form:

Select the desired Form from the Existing Forms Data Table. In the body/grid of the selected form outline a group of fields as shown in the following figure.

 

In the Toolbar click the Copy icon. In the Links table click the “Create New Form” link. This will clear the body/grid of the form builder as shown in the following figure.

 

In the toolbar click the Paste Icon. The copied fields are pasted (placed) in the New Form in the same position as they were in the existing form as shown in the following figure. 

 

Click in one of the active fields and drag it to the desired position in the form. After moving the field(s) to the desired position, click outside the fields in the body/grid. This will open the Form/Page Properties in the left column as shown in the following figure.

 

Enter the Form Name and all the Properties associated with the newly created form as shown in the following figure.

To save the newly created form click the “Save Form” button. The new form appears in the Existing Forms data table as shown in the following figure.

 


Copy and Paste Objects to an Existing Form or a New Form:

 

Form designers can copy a single field or multiple fields from one form to another existing form or to a new form. All field properties will copy to the new or existing form. However, if there are fields with conditional actions the conditional actions will not copy to the new or existing form and must be re-written.

 

To copy fields to a new or existing form:

Select the desired form from the existing forms data table. In the body/grid of the selected form outline a group of fields as shown in the following figure.

 


In the toolbar click the Copy icon. In the Links table click the “Create New Form” link. This will clear the body/grid of the form builder as shown in the following figure.

 


In the toolbar click the Paste Icon. The copied fields are pasted (placed) in the New Form in the same position as they were in the existing form as shown in the following figure. 

 


Click in one of the active fields and drag it to the desired position in the form. After moving the field(s) to the desired position, click outside the fields in the body/grid. This will open the Form/Page Properties in the left column as shown in the following figure.

 


Enter the form name and all the properties associated with the newly created form as shown in the following figure.


To save the newly created form click the “Save Form” button. The new form appears in the existing forms data table as shown in the following figure.