---
title: "Form Actions: Copy and Cancel (via the Form Log)"
url: "https://help.ontraccr.com/en/article/form-actions-copy-and-cancel-via-the-form-log"
language: "en"
last_updated: "2025-06-06T21:55:31.408Z"
---

# Form Actions: Copy and Cancel (via the Form Log)

## 📘 **Form Actions: Copy and Cancel (via the Master Form Log) Overview**  
 

Ontraccr allows you to perform direct actions on submitted forms from the Master Form Log using the **three-dot menu** (⋮) beside each form entry. Two important actions available here are:

-   **Copying a submitted form**
-   **Canceling a form (and its downstream workflows)**

These actions are useful for saving time and for managing workflow interruptions or resets.

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## 🧭 **Where to Find the Actions**

1.  Go to `Documents` → `Forms` → `Log`
2.  On the far right of any submitted form row, click the **three vertical dots** (⋮)
3.  A small menu will appear with available actions

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## 📝 **Action #1: Copy a Submitted Form**

### What It Does

-   Opens a **new version of the form pre-filled** with data from the selected submitted form
-   Allows you to **resubmit with minimal effort**, especially useful when submitting similar data repeatedly

### How to Use

1.  Click the ⋮ icon next to the submitted form
2.  Select **Copy**
3.  A new form window will open with all previous data pre-filled
4.  Make any changes if needed, then click **Submit**

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## 🛑 **Action #2: Cancel a Form (and All Downstream Workflows)**

### What It Does

-   Immediately halts **all downstream actions** triggered by that form submission
-   This includes:
    -   Pending emails
    -   Approval workflows
    -   Timesheet updates
    -   Dispatches or scheduled shifts
-   Removes the form from assignee queues and stops further processing

### How to Use

1.  Click the ⋮ icon next to the form
2.  Select **Cancel**
3.  Confirm the cancellation in the prompt that appears

📌 You must have **permission to cancel workflows** to perform this action.

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## 🔄 **Common Use Cases**

-   **Copy**:
    -   Submit recurring forms (e.g., weekly inspections, standard checklists)
    -   Create a quick duplicate for slight modifications
-   **Cancel**:
    -   Abort forms with incorrect or outdated data
    -   Clear assigned or approval tasks stuck in a user’s queue
    -   Reset workflows when processes change mid-stream

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## ⚠️ **Important Notes**

-   Once canceled, **no automated actions will run**, and the status is updated accordingly in the audit trail
-   Only submitted forms (not drafts or unsubmitted ones) support these actions
-   The Copy function does **not retain the original form ID**—a new ID is generated upon submission