There are times when you want share data between two different forms but only want to enter the information once. This sharing can be accomplished by exporting the data from one form and importing it into another. The key is making sure that the field names on both forms are identical. Below are the instructions:
Export:
1. Open form #1.
2. Highlight a specific record.
3. Tap on the “Share” icon. It’s the one with the arrow on top of the envelope.
4. Select “Export”
5. Select the “CSV” file format.
6. Choose Email or Dropbox.
Import:
1. Launch the Mail or Dropbox app.
2. Highlight the attached CSV file and select Open In – FormConnect.
3. Choose the form to import the data into.
