Overview
Form Copying lets a worker take a previously submitted form and copy it into a new draft, instead of re-entering details that haven't changed since last time. It's especially useful for hazard assessments or any form where the same task spans several days and the conditions haven't changed.
Which fields carry over is controlled per field by an admin, so only the details that should repeat get copied automatically.
Set Up Field Copying
- Click the form template you want to enable copying for.
- Click the edit icon on the field you want to enable this for.
- In the Edit Field popup, under the Details tab, turn on Enable Field Copying.
- Click Done, then repeat for any other fields you want to enable.
- Click Save once you're finished.
Tip: Only turn this on for fields that genuinely don't change day to day, like site hazards or standard controls. Leave it off for anything that should be re-entered each time, like a date or a name.
Copy a Submitted Form
- Open the Salus mobile app and go to the Submitted tab under Forms.
- Find the submitted form you want to copy and open it.
- Tap Copy at the top of the form, then tap Confirm.
- Edit the new draft as needed, then submit it as you normally would.
Note: A submitted form can only be copied if it's Complete. Forms in Pending Review or Draft status can't be copied.
Note: If the form template is edited after a form was submitted, that submitted form becomes locked and can no longer be edited or copied. A new draft has to be created and submitted under the updated template before copying becomes available again.
What Happens Next
Copying creates a brand new draft. Fields with copying enabled arrive pre-filled with the values from the original form; every other field starts empty, ready to be filled in as usual. The original submitted form is never changed by this process.
Frequently Asked Questions
Can I copy any submitted form?
Only forms with a Complete status. Forms in Pending Review or Draft status can't be copied.
What happens if the form template changes after I submit?
The submitted form becomes locked. You'll need to create and submit a new draft under the updated template before it can be copied again.
Do all fields carry over when I copy a form?
No. Only fields where an admin has turned on Enable Field Copying carry their value into the new draft. Every other field starts blank.
Who can turn on field copying?
Users with Full Access permissions, from Forms > Library.
Can I edit the copied form before submitting it?
Yes. Edit any field as needed, then submit it as you normally would.
Does copying a form affect the original?
No. Copying always creates a new, separate draft. The original submitted form stays exactly as it was.
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