Moving records between Forms

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  • August 31, 2025 at 12:29 PM #52895

    Mark Moran
    Participant

    Is there a way to move records from one form to another in the same document, if they have identical fields?

    September 1, 2025 at 12:44 AM #52898

    Brendan
    Keymaster

    There’s no function for that. Two forms would not have the same fields even if the names are the same because they have different internal Field IDs. So they’re technically not the same fields.

    You can however duplicate a form on the Mac version and have Tap Forms also duplicate the records.

    But sometimes people use different forms where really they just need to create one or more Saved Search to filter their records instead of manually trying to manage copying records from one form to another.

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