Creating Executable Copies of Master Forms (QualityDocs)

QualityDocs Vaults include the Master Forms feature to support quality teams in managing forms and creating executable copies.

To create an executable copy of a master form:

  1. Open a document in the Effective state with a Master Form value of Yes.
  2. Click the Actions menu and select Execute Form.
  3. Enter a Name for the new document. Vault defaults to the name of the master form appended with the configured suffix.

Once you click Execute in the Execute Form dialog, Vault performs the following actions:

  • Creates and opens the new document
  • Copies all required document fields from the master to the copy, as well as any optional fields as configured
  • Notifies you on successful document creation, or if document creation fails
  • Assigns you as the Document Owner
  • Links the original Master Form document by the system-managed Based on Master Form relationship type in the Document Relationships pane of the Quality Relationships panel

Users must be assigned a permission set with the below permissions in order to work with master forms.

Permission Label Permission Controls
Admin: Document Fields Read, Edit Ability to select a value in the Master Form field.
Document Role View Document, View Content, Create Document Ability to view the master form and perform the Execute Form action.
Document Role Edit Fields Ability to edit fields on the copied form and open the newly created copy in edit mode.