Copying an Application

Agency staff and applicants can copy existing permit, planning applications or business licenses into new ones using the Copy Application option. You select which attributes to copy from the source application.

Applicants can copy their own applications from the Applications page. Agency staff with the appropriate access can copy applications from the Transactions page.

To copy an application:

1. Select the Permits, Planning Applications or Business Licenses tile on the Agency Springboard.

2. On the Transactions page, find the permit, planning application, pre-application or business license that you want to copy.

3. Click the Actions icon in the row of the application you want to copy.

4. Click the Copy Application action.

5. On the Copy Application page, use these sections to confirm the source application information and choose the application type for the new application:

   Page elements describing the source application and new application

   Page Element	Description
   Copy From	Displays the source application ID.
   Application Type (read-only)	Displays the application type for the source application.
   Copy To	Displays the text New Application in place of an ID for the new application. The new application ID is generated when the application is submitted.
   Application Type (enterable)	Select the application type for the new application. The application type from the source application is the default value.

6. Use the Application information to copy section to control which information gets copied to the new application.

   Use the Copying section to control which information gets copied to the new application.

   Note: Custom fields in the intake form are not controlled by these options. If the new application type is the same as the source application type, then data from custom fields is always copied. Custom data is not copied when the application types are different.

   Page elements for choosing the information to copy

   Page Element	Description
   Description	Review and optionally modify the description of the source application to create the description for the new application.
   Property	Select this check box to copy the property information from the source application. If the new application type doesn’t include the Property predefined field group, property information is not visible in the intake form, but it’s still copied to the new transaction.
   Contacts	Select this check box to copy contacts from the source application. If the new application type doesn’t include the Contacts predefined field group, contact information is not visible in the intake form, but it’s still copied to the new transaction.
   Application Details	Select this check box to copy application data from predefined field groups other than the ones that are controlled by separate check boxes (that is, field groups other than property, contacts, contractor, and authorized agents). If the new application type is different from the source application type, copying only occurs for sections that exist in both the application types.
   Contractor	Select this check box to copy contractor and authorized agent information from the source application. Copying adds the contractor license number to the new application. If the license number exists in the main contractor records, then the rest of the contractor data is pulled from the main records into the new application. If the license number doesn’t exist in the main contractor records, then all data is copied from the source application. The authorized agent data indicates if the applicant is an authorized agent for the contractor. The logic for copying this data depends on how the applicant information is handled: If a public user copies an application, and the user’s account profile indicates that the profile is for a contractor, the authorized agent data is copied. If agency staff copies from a planning pre-application to a regular application, the applicant information and authorized agent data is copied. If agency staff copies from a regular application to another regular application, the applicant information is not copied, and therefore the authorized agent data isn’t copied. If the new application type doesn’t include the contractor and authorized agent predefined field groups, the data is not visible in the intake form, but it’s still copied to the new transaction.

7. Click Copy Application. The new application page opens and you can make changes to the fields before submitting.