Clone and Edit Permit Types (Internal Only)
Purpose
To demonstrate how to clone and edit a permit type internally.
Related Articles
Video
Instructions
1. Click on Permits.
2. Click on Permit Types.
3. Click on Clone icon of the Permit Type that you want to clone.
4. Create a new name for the Permit so it can be distinguished from the copied Permit.
5. Click on Clone to continue or Cancel to end the process.
6. The system will confirm that you want to clone this Permit type and show the name that you have created. Click on Confirm to continue with the process or Cancel to end.
7. Once you have created the new Permit, you will find it in the list and can edit it from the Actions icons.
The new permit will also not be Active until you have made your changes and activated the permit.
8. Fields that will be copied are as follows:
- IFC Permit Class
- Workflow
- Default Duration
- Responses
- Response Deadline
- Plan Review Time Additions
- Custom Data Fields with auto numeric suffixes to all Field Titles (see below)
- Form Layout > Permit Forms
- Automation Settings
- Email Settings
- Community Connect Settings
- Created By / Last Edited By will be the User who performed the Clone
9. Example of automatic numeric suffix of the Field Title.
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