When you have an existing form in iTWOcx and you wish to create a new form with a permanent link back to the original, use the Split function.
When splitting you can create the same form type i.e. another Request for Information form (as per the image below), or you can choose a different form type like a Site Instruction.
Any like fields are automatically copied across.
1. On the form from you wish to split from, click the ‘Split’ button next to ‘Respond’
2. A new version of the original form will display containing the original text.
If required change the form type by choosing from the Type drop-down list.
N.B If you choose a new form type, a message will display confirming you want to leave the page. Click 'Leave this page' to bring up the new correspondence type.
3. You can now proceed to populate all the relevant fields in the new form as required. Prior to submitting, you have the ability to select the ‘Mode’ of the split. The 3 options are:
- Split: The default option, which creates a link between the original and new split documents.
- Include: This includes a live version of the original document previewed inside the new split document, in addition to a link at the bottom between the 2 forms.
- Copy: This includes a copy of the original document previewed inside the new split document, in addition to a link at the bottom between the 2 forms.
You can also select the ‘Security’ of the split, choosing from:
- Secure: The default setting, which will grant access to users or members of the users’ companies that have been addressed on the respective forms.
- Insecure: This will grant access to the original form to all users or members of the users’ companies that have been addressed on the new split form.
- Hidden: Does not create any link between the original and new split documents. The split will only be visible when viewing the details of the document history
4. Once the split form has been submitted you will see a link to it at the bottom of the original document and there will be a link back to the original document on the split form.
5. Clicking on the link will open the associated document