Duplicate entries automatically?

By: Vince Dimanno | Asked: 01/16/2023
ForumsCategory: How-toDuplicate entries automatically?
Vince DimannoVince Dimanno asked 1 year ago
I have read all the threads about duplicate entries and I have no problem making that work on my site. However, I have a scenario that perhaps others have tackled.  We have the ability to duplicate an entry (with some exceptions like Repeater fields, etc), and we have the ability to automate some processes. Is it possible to automate the duplication of a record, assign it a new ID and process related actions?  Here is the process I would like to "upgrade" with this functionality.  I have created an invoicing system for my client. It works great and they can relate expenses to jobs and then invoice. However, there is no recurring functionality. They would like to create an invoice monthly for the same charge. In FF automation, I can schedule the sending of an invoice to occur monthly, but the only way to duplicate the entry and assign it a new ID is to click a "Duplicate" entry link and then confirm its creation and content (and creation of the new ID) by physically clicking the "Submit" button.  Does anyone know of any method to automate the duplication of an entry without intervention like I describe above? Thanks and Happy New Year :) 
1 Answers
Best Answer
Chris AdamsChris Adams answered 1 year ago

Hi Vince, You can do this using a combination of the API add on and the Automation addon. Essentially you want to follow these instructions:https://formidableforms.com/knowledgebase/schedule-autoresponder/#kb-delete-entry-after-30-days-with-api But instead of Deleting the entry, you want to duplicate the entry like this:https://formidableforms.com/knowledgebase/formidable-api/#kb-create-an-entry-in-another-form By combining those 2 actions (with a little amendment) yu can set an entry in your invoice form to duplicate every month. We've done exactly this process for customers who required regularly monthly invoices (web hosting etc) and it works well. Hope that helps Chris

Vince DimannoVince Dimanno replied 1 year ago

Thanks Chris!

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