Moving a Record From One Form to Another Form

Have you ever needed to move a record from one form to another? It’s a common task, but it can be tricky if you’re not sure how to do it.

In this blog post, we’ll walk you through the step-by-step process of moving a record from one form to another using the FormConnect app.

Steps:

1) Select the record you wish to move.

2) Export this record to one of the following file formats: CSV, XML, or JSON.

3) Choose an export method (Email, Dropbox, Box, Google Drive, OneDrive or the Apple’s File app).

4) Export the file.

5) Click on this exported file and choose Share button to open the file with the FormConnect app.

6) The FormConnect app will prompt you to select a form to import this file.

7) The record will then be imported into the new form.

Note: The CSV and XML formats only work for text data. The JSON format works for both text and images.

 

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