The copy entry integration allows managers to create a duplicate of an entry when the original entry has been submitted or tagged. Managers can set the category, chapter, and form for the new entry, choose which field data to copy, select the owner, and optionally tag the original entry.
Common uses
- Allow entrants to nominate someone, creating a user and entry for the nominee
- Pass successful entries through entry stages when tagged
- Assign entries to chapters or regions based on tags added
- Create entries in multiple categories if it is eligible for more than one
- Create simplified versions of entries
Configure the integration
- In the Manage workspace, go to Settings > Integrations > Marketplace
- Select Copy entry
- In the popup, select Configure
- Edit the integration name if needed, then select Next
- Review the information in the 'How it works' step and click Next
- In the 'Form configuration' stop, select your source and destination forms
- Click Next
- In the 'Form mapping' step, click Add to Entry Resource Map
- Choose your forms from the drop-downs
- Click Next
- If entries should be copied into the same category click Next in the 'Category' step
- Should entries need to be copied to another category, toggle on the Category Picker and input your destination category's slug—instructions to find the slug are listed in-app—before clicking Next
- To tag the original entry, toggle on the Confirmation Tag and input your desired tag before clicking Next
- In the next three steps, select the entrant that should be associated with the new entry
- If the entrant is the same as the original, choose Entrant. First Name, Entrant. Last Name, and Entrant. Email
- If the owner of the new entry is someone named in the original entry, choose those fields from the drop-downs
- Click Next
- In the 'Events' step, choose whether the entry should be copied on submission or when a specific tag is applied
- Click Next
- In the 'Field mapper' step, click Add to Field Map to select the field data that should be copied from the original entry into the copy
- Click Next
- Select Finish when complete
Good to know
- Attachment files cannot be copied between entries.
- An entry with the confirmation tag applied will not be copied. If you would like to trigger a copy you will first need to remove the confirmation tag. For this reason we would also recommend using different confirmation tags so that you can filter by tags later, if necessary.
- A randomly generated password is assigned to all new entrants. Manager must contact those users to let them know they have a user profile and provide instructions for login.