Form Setup

AlanKeller

Does anyone know how to copy just one form from one Location number to another Location number without copying them all? Just one.

themage

If you can access both locations from one computer, you can open the form, ctrl-a (select all), ctrl-c (copy), close the form, open or create the form in the new location, ctrl-v (paste), save.

You can also open the form you want, export it (File, export), open the new form, Import the file you just exported (File, import), save.

If it can only be accessed from another computer / physical location, use the export / import and just email the file, or transfer on a portable drive.

storable_support

Hi, @AlanKeller. The info that @themage has provided you with is correct and the way to manually do this. Another way to accomplish this is by going to CCC --> Forum Setup, select the group of sites (including the site with the form to copy) --> Open/Edit the single form and click Save. ***However, we'd advise that you call into Support if you're not 100% about any of this -- we'd be happy to walk you through things! Since you have more than 2 sites, any mistake made could be applied to all of them and cause a lot of grief! 919-865-0789, Option 2