Enable which stages or pages a user can copy

Modified on Wed, 8 Oct at 5:35 PM

Main Admin’s can configure which Stages or Pages of a Brief/Form can be copied by users when creating multiple and/or similar Briefs, Forms or Record (compared to starting new submissions).

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  1. Navigate to the Brief/Form Click the "three dots menu (⋮)"
  2. Select the "Settings" option
  3. Navigate down to the “Copy Options” configuration setting
  4. Click the “Configure” button
  5. Select your preferred configuration options
    1. Do you need the relation between the original and copy briefs/forms/records?
    2. Which Stage or Pages can a user copy?
    3. Will you permit user choice on any Stage or Page?
    4. Are there any fields you need to exclude?
  6. Click the “Confirm” button to save
  7. Navigate to the bottom and click the “Save” button to apply the changes

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