Learn how to use the Copy List Item Action in Infowise UltimateForms - SharePoint Will Cooper

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List Setup and Initial Form

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Actions

Smart Actions in Infowise UltimateForms for SharePoint

AND / OR Conditions

Create List Item Action

Delete Items Action

Send Email Action

Create a List/Library Action

Copy List Item Action

Create a Site Action

Manage Permissions Action

Check if field value changed

Create a history section

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Associated Items Button

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Setup Sharepoint List

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Connected Fields

Creating a Master- Detail Lookup Column with On-Premise Infowise

Voting Fields

Creating a Voting Column

Setting an Owner Column

List Search

List Search Setup

We can create a user facing action by adjusting Advanced Settings on the action. The copy action is useful to allow the user to start a new record from a copy of an existing record.

Instructions

Create a new Copy item/document action named "Copy Product".

Select Manual execution under Advanced Settings to make the action available in the Context Menu and the Ribbon
The button will be added both to the Ribbon Menu and to the dropdown Context Menu.
Choose an appropriate icon or upload your own custom icon which corresponds to the image shown in the user interface.
Enable the Confirm Execution option to prompt the user before committing the action.

Under Action Settings, Use ID = [ID] setting to apply the rule to the curret record.

Summary

The copy action is a good user facing function that adds helpful functionality. You may futher customize the resulting actions when a user triggers this event. Adding this custom action simplifies the process for the user.

Last modified: 3/18/2022 7:01 PM

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