Duplicate a recommendation from on Grower to another
In this release we have added the ability for users to duplicate a recommendation from one grower to another. Click on the video below to see a quick walkthrough of the feature.
Duplicate recommendation across Growers Feature Overview
When you select “Duplicate Recommendation”, we now allow the selection of a different grower.
NOTE: The commodity and the Farming method of the original recommendation are set as the default and cannot be changed.
Within this pop out screen we allow you:
- Select a new grower, or keep it as the same one.
- Select the information that you would like to duplicate
- Information section
- Products
- Notes
- Locations ( only if its for the same grower).
- Application Details.
NOTE: We will Save the checkbox selection so when the user presses ‘Duplicate Rec’ the next time. the same checkboxes would be selected/unselected.
Once you have selected your new grower and the information you want to Duplicate, once you select “COPY” we will navigate you to a location selection page to choose the locations on the new grower you would like the recommendation to be created for. This list will be limited to the original recommendations commodity for selection.
If you want to select lands that are not the original recommendations commodity, You can clear the commodity filter, and the system will then allow you to select any location / commodity.
IMPORTANT:
If you select lands that do not match the original recommendations commodity, we will change all the selected lands commodities to match, once the duplicated recommendation is submitted.
Where can i find the “Duplicate recommendation” option?
This option can be found in three different places.
- The first, most obvious location is when you are viewing a recommendation. Click the dropdown button in the upper right of the screen and select Duplicate.
- The Second is on the rec list. Navigate to the right side and find the eyeball icon on that record.
Duplicating a recommendation within a commodity plan.
The last location is within a commodity plan. The recommendations that are linked to the plan, there is a “more” button that will have an option to “Duplicate Rec”.
If you keep the grower the same, and either save the draft or submit the recommendation, it will stay in the commodity plan it was duplicated under.
If you select a different grower it will create a recommendation for that new grower and not linked to a commodity / Farm plan.