Hello Knack Community,
I need assistance with creating a “duplication” action for users. I’m currently building with Next Gen Apps version.
In Microsoft excel users can copy a row of data and insert a duplication of the data on the row below. My users would like to have the same ability while logged into a live page and interacting with data on a table.
Here is what I have so far. I have created a table of data and have placed it on a page. Knack pages gives the following action: Edit Record, Delete Record, View Record, Link to existing page and dynamic option. But knack doesn’t give a copy or duplicate action. These options will create a child page where you can add a form to update the current record but doesn’t allow a form to add a new records.
My Purpose: I am creating an app for a medical billing company. We submit claims to insurance companies. However, sometimes the insurance companies will partially pay a claim. When this happens we create a duplicate of the claim record. The original will show paid, the copy will show that a secondary payment is owed. We need two entries for tracking purposes.
Solutions: At present I have created a button that links to a child page. I added a form that adds a new record. The problem with this solution is that the original data is not carried over, so we have to add all the field values again. A duplicate action would streamline this workflow. As you know when building a program for others they will always prefer to do less work. XD
Here some pictures:
Thanks for any feedback. I’m also open to workarounds. If there is a way to get the data on the current table to auto populate onto a new form, then that would be great. However, at present I’m not inclined to explore flows or api.
- Mathew