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gaganpreetk0002
August 31, 2023
Question

How to copy data from one form to another form

  • August 31, 2023
  • 13 replies
  • 0 views

I have a requirement to copy data from one user form to another.

If a user has made one order, it is saved in the database. I need a functionality where I can use the saved order's data to be copied to another form. Does anyone know how can I achieve this functionality? 

Example would be very helpful.Thanks

    13 replies

    abhayd3663
    abhayd3663
    August 31, 2023

    If the data is already saved into DB, you just need to retrieve the data into CDT and display CDT fields on the form. Did you try that?

    G
    gaganpreetk0002Author
    August 31, 2023

    So the data is saved for one order and I want to copy that information for a new order form.

    abhayd3663
    abhayd3663
    August 31, 2023

    If you are doing both the activities in the same process model you can simply use the PV, otherwise need to retrieve the data from DB. 

    stefanhelzle0001
    stefanhelzle0001
    Brainy
    August 31, 2023

    In Appian there is no thing like "copy data from one form to the other". Can you explain in detail what you are trying to achieve?

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    gaganpreetk0002Author
    August 31, 2023

    According to my requirements, I should be able to use saved data from one form to another. Like if a user has submitted one order and later on they want to use the same details for another order. so they should have the ability to use that data to auto-fill all the forms.

    stefanhelzle0001
    stefanhelzle0001
    Brainy
    August 31, 2023

    Assuming you follow the normal way of designing Appian apps, you have a record that you want to duplicate. Then, just create a related action that fetches the required data, nullifies all the identifiers and shows that data in a form.

    That would be the most simple and direct way.

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