Updating Forms Used at Two Locations

rmason Registered User ✭✭✭
I'm in process updating forms at Site 1 which will also be used at Site 2.  How do I get the updated forms to Site 2 without copying them from Site 1 then opening Site 2 and pasting them into the Forms area?  Thanks.


  • storable_support
    storable_support Registered User, Registered Moderator, Community Manager ✭✭✭✭✭
    edited February 2021
    Hello! In CCC, go to Form Setup and select all of the sites that you want to have the form (including the existing site that already has it). On the next page, choose the reference/source site that will provide the form, and when the list of available forms from the source site is shown, open/edit the desired form and save it. A prompt will then confirm that you are saving the doc across all the selected sites. If you want every form available from Site 1 to replace all of the forms at Site 2, there is a "Clone" button to copy everything at once. 
  • rmason
    rmason Registered User ✭✭✭

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