User manual

Cloning is different from copying in that cloning a project or folder replicates
the attributes of the project (the project members and their permissions).
Copying merely duplicates the data (the folder structure and files). With
cloning you can choose to clone the data, but the main purpose is to replicate
the attributes. Through cloning you can also save a form log configuration.
Cloning a form log saves the routing rules and who is able to participate in
the form log in the cloned project.
Cloning a project:
When cloning a project the following elements are cloned: Project Setup (Data,
Members, Roles and Information Pages) is cloned to the new project. The new,
cloned project will have the same Project Data, the same Members, the same
set of Roles and Role Members and the same set of Information Pages.
1 Select a project in the tree view and right-click. Choose Clone from the
menu. The Clone Project dialog box is displayed.
2 Enter a name for the new project in the Clone As field.
3 Select a destination for the new project in the To field. Click the arrow
on the right and then click Browse to select a different location.
4 To clone the files in the selected project select the Include Files check
box. This copies all the files into the new project.
5 To clone the groups that are associated with the project select the Include
Project Groups option. Selecting this option does not include the
members of the group; it only clones the name of the group and the
permission level that has been assigned to the group. If a group is marked
private then that setting is also retained in the cloned copy. To include
the members of the group in the cloned project, select the Include
members of Project Groups option.
6 Click OK when you are finished.
Cloning a project with a form log:
When cloning a project with form logs it is important to note what is cloned
when the Include Files option is selected.
If the Include Files check box option is not selected, a project is created with
the following attributes:
■ The name and location indicated in the Clone Project dialog box.
■ The same project members as in the original project.
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