I’ve been asked to include the functionality to clone a list item so that a user would be able to clock ‘Copy’ and it would create an identical list item which the user could then edit.
I’m guessing I’d use the Copy Item action. Would I be able to copy the item back to the same list and when configuring the action how do I get the action to select all the columns?
Thanks in advance.
Hi Darren Floyd,
sure you can copy to the same list without any problem, just make sure not to check that Overwrite existing item checkbox, you will have two items identical. I guess you are trying to do this with Nintex WF . let me know otherwise will think of appropriate solution.
How might you set up the same workflow, but creating multiple copies? As in, the user would either enter a number in the workflow start form or in a list column specifically for that purpose specifying the # of copies they want. The workflow would loop and create x number of copies. I've tried as much but the workflow is only creating one copy before it gets stuck.
I created a loop containing the copy item action and two variables. Variable1 stores a start value of zero, Variable2 stores the requested number of copies. After the copy action, I add 1 to the Variable1 to iterate up to the # of requests. Any thoughts?
Thanks!
Nevermind. My problem was the workflow was pausing before looping because of the safe loop feature. I used the alternative described here:
Does anyone know how to then go to that list item which has been cloned via the workflow?
My goal is to copy an existing item to the same list then allow the user to edit that item without having to navigate through the list.
They have to submit 3 sales for example and 9/10 fields are the same for all 3 entries, just one field is different, so I would like to assign a flexi task where they can edit the copied item using a form.
@borrajaya did you come up with a way to identify the copied item to edit without going to the list and finding the duplicate?
Marian, Cassy I just coped you in because you are legends and in the case you have solved this before, if not obvious please ignore.
if instead of using copy item you use create item (and pass in your current item properties to ensure a copy) there is a field there is an option in the action to "Store new item ID in" - then you can build your view / edit item link using the ID of the newly created item. Does that make sense?
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