# Notes are not carried forward when copying forms

**URL:** <https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298>\
**Category:** Uncategorized\
**Created:** [December 22, 2017, 2:47pm UTC](https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298 "2017-12-22T14:47:44Z")\
**Posts on this page:** 8\
**Page:** 1

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [December 22, 2017, 2:47pm UTC](https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298/1 "2017-12-22T14:47:44Z")

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Contents of the `Notes` field on transaction forms are not carried forward when using the Copy to function. Of course, this is not possible in every case, because not all sales- and purchase-related forms include a `Notes` field. But where the field exists on both forms, it should be copied. This is important when using the Copy to function in a progressive workflow, such as sales quote to sales order to sales invoice.

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [December 22, 2017, 9:25pm UTC](https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298/2 "2017-12-22T21:25:50Z")

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I’m in the process of converting non-essential fields into custom fields. So this would include all `Notes` or `Additional information` fields at the bottom of many forms.

When it comes to `Copy to...` function, this “bug” will be solved by a feature request to make custom fields copy across different types of documents if the name of custom field is the same.

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**Author:** ![sharpdrivetek](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/sharpdrivetek/32/34244_2.png) [@sharpdrivetek](https://forum.manager.io/u/sharpdrivetek)\
**Post date:** [December 23, 2017, 4:07am UTC](https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298/3 "2017-12-23T04:07:58Z")

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> [@lubos](#):
>
> When it comes to Copy to… function, this “bug” will be solved by a feature request to make custom fields copy across different types of documents if the name of custom field is the same.

looking forward to this feature.  
most custom fields used for Sales are common across all the sales tabs like Transporter details, GR number, Number of Packages, Gross weight, Nett weight, etc.  
so this feature would solve issues for many users.

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [December 24, 2017, 6:01pm UTC](https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298/4 "2017-12-24T18:01:25Z")

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We are part way to resolution of this issue. Contents of custom fields labelled `Notes` are copied to other forms with an identically labelled field. But contents of legacy, built-in `Notes` field do not yet copy. Probably the solution is to convert those legacy fields to custom fields, as was done on bank and cash transactions.

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [December 24, 2017, 10:25pm UTC](https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298/5 "2017-12-24T22:25:34Z")

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Resolved in the latest version (17.12.43)

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [December 24, 2017, 10:41pm UTC](https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298/6 "2017-12-24T22:41:21Z")

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Testing this out, I copied a sales quote to a sales invoice and got this error:

```
Internal Error
17.12.43 (Desktop)
/sales-invoice-form?Source=680a51e0-24b0-4f92-a1f2-90fd097d98a7&AppendKeyToReferrer=True&Referrer=e3dc2014-0183-44f4-82ed-7966eed53385&FileID=58d398ba-08f3-477e-9034-0e3a3bb609be
System.ArgumentException: An item with the same key has already been added.
  at System.ThrowHelper.ThrowArgumentException (System.ExceptionResource resource) [0x0000b] in <4fbd3dde245b44dca2ad330af7c17ed0>:0 
  at System.Collections.Generic.Dictionary`2[TKey,TValue].Insert (TKey key, TValue value, System.Boolean add) [0x0008e] in <4fbd3dde245b44dca2ad330af7c17ed0>:0 
  at System.Collections.Generic.Dictionary`2[TKey,TValue].Add (TKey key, TValue value) [0x00000] in <4fbd3dde245b44dca2ad330af7c17ed0>:0 
  at System.Linq.Enumerable.ToDictionary[TSource,TKey,TElement] (System.Collections.Generic.IEnumerable`1[T] source, System.Func`2[T,TResult] keySelector, System.Func`2[T,TResult] elementSelector, System.Collections.Generic.IEqualityComparer`1[T] comparer) [0x0005c] in <63992662b765477a898ef49cdcc99ee2>:0 
  at System.Linq.Enumerable.ToDictionary[TSource,TKey,TElement] (System.Collections.Generic.IEnumerable`1[T] source, System.Func`2[T,TResult] keySelector, System.Func`2[T,TResult] elementSelector) [0x00000] in <63992662b765477a898ef49cdcc99ee2>:0 
  at Manager.Query.CustomFields.CopyCustomFields (Manager.ApplicationData objects, System.Guid entityId, System.Guid type, System.Collections.Generic.Dictionary`2[TKey,TValue] source) [0x0003f] in <4c2bfb53e57e430198f22fbbcbb5671b>:0 
  at ManagerServer.HttpHandlers.Businesses.Business.SalesInvoices.SalesInvoiceForm.PreGet (Manager.Model.SalesInvoice o) [0x0029e] in :0 
  at ManagerServer.HttpHandlers.Form`1[T].Get () [0x00142] in :0 
  at HttpFramework.HttpApplication.ProcessRequest (HttpFramework.HttpRequest request, HttpFramework.HttpResponse response) [0x0040d] in :0 
  at ManagerServer.HttpApplication.ProcessRequest (HttpFramework.HttpRequest request, HttpFramework.HttpResponse response) [0x00566] in :0

```

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [December 24, 2017, 10:51pm UTC](https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298/7 "2017-12-24T22:51:16Z")

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I discovered the reason why the error occurred. In the update process, I ended up with two fields named `Notes` for sales invoices. One I had created for earlier tests. The other was apparently created automatically by the update process. I deleted my self-created field and I can now copy sales quotes to sales invoices without encountering the error.

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:22pm UTC](https://forum.manager.io/t/notes-are-not-carried-forward-when-copying-forms/13298/8 "2023-01-18T15:22:54Z")

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Closed on January 18, 2023, 3:22pm UTC


