copy/move records between forms

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  • April 13, 2015 at 9:53 AM #13367

    Ryan Tucker

    I have multiple forms that have the same fields, alas I cannot figure out a way to move or copy records between them. Again they have identical fields so this should be possible.

    April 13, 2015 at 5:21 PM #13374


    Hi Ryan,

    There’s no built-in function to do this, but in general it’s best to create multiple saved searches to filter your records into different groupings. That way you maintain just a single form, but use filters to view different sets of records based on whatever criteria you need.



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