Overview
When you have an existing form in iTWO cx and you wish to create a new one with a permanent link to the original, use the Split function.
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Copy - imbeds a snapshot of the original document at the time of split and will remain static.
Standard Split
1. On the form from you wish to split from, click the ‘Split’ button next to ‘Respond’.
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5. Confirm or change the split mode and security (see further details below).
6. Click Submit to issue the new form. A link will display at the bottom of both forms.
Advanced Split Options
By default, the system will produce a Standard Split, however, depending upon the amount of information you want to provide on the new form or the security level that you wish to apply, the options for Mode and Security can be adjusted.
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There are 3 split modes available to choose from when creating your split document. These modes relate to how information from the original document is carried through to the new document.
- Split - The default option. The original text from the original document transfers to the new document.
- Include - A dynamic image of the original document will be displayed inside the body of the new document. This includes the text, history, and attachments. This is a "live" version of the original document: the image will update as the original document is updated.
- Copy - A static image of the original document at the time of split will be displayed inside the body of the new document. This includes the original text, comments/history, and attachments. The image will not update as the original document is updated.
Split Security
There are 3 Security options to consider when creating your split document:
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