Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to enable Copy from Existing Reports, users will need Edit permissions for Settings
If a form is filled out on a regular basis and you would like to copy the data from a previous entry, you can activate Enable copy from existing.
Enabling Copy from Existing
To do this, go to Company Settings and navigate to the company's Forms.
Click on the gear icon in the form's tool bar to access Form Settings.
After this is selected, a dropdown will be available at the end of a new form created from this template to copy the data from a previously filled form.
When creating a new form, you will be able to duplicate the data entries from a previously filled form within the same project by clicking the Copy from existing button and selecting the form.
Want to learn more?