How to clone one of my report together with approval flow

  • hazelthomas
    Asked on October 19, 2022 at 9:08 AM

    Hi,

    I need to change the workflow approval process with a little big modification.

    So, I want to copy the current one as it is.

    When I clone, it is not copying workflow approval process as it is.

    It changes all of approvers into the account owner.

    Could you let me know how to clone a report so that we can go back to that report if necessary?

    Thank you.

  • Durand_C
    Replied on October 19, 2022 at 9:26 AM

    Hi hazelthomas,

    Thanks for reaching out to Jotform Support. Unfortunately, when you clone a form, the approvers information will be changed to the new owner's information for the privacy and security of the original account.

    Let us know if you have any other questions.

  • hazelthomas
    Replied on October 21, 2022 at 9:45 AM

    I believe there should be a way to copy the form with approval flow as it is. Could you check and let me know? Thank you.

  • Shirized Ina Garces JotForm Support
    Replied on October 21, 2022 at 10:05 AM

    Hi hazelthomas,

    Thanks for getting back to us. Unfortunately, we can't clone your form together with the Approval flow. But, we can transfer forms with all their data and approval flows to another account. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. 

    I've gone ahead and escalated your request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know. 

    Let us know if there’s anything else we can help you with.