Moving records between forms?

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  • September 7, 2022 at 7:12 AM #47926

    Mike Guilbault
    Participant

    Is it possible to move a record from one form to another if they are identical? For example, I want to split my Contacts form into two separate (but identical) forms, one for Customer Contacts and one for Vendor Contacts.

    The reason I want to do this is because the vendor contacts will have fields in it that the customer form won’t and vice versa.

    I was going to simply have a popup for Customer or Vendor, but now I have more fields that I want to add that are specific to each.

    September 7, 2022 at 9:50 PM #47932

    Brendan
    Keymaster

    Hi Mike,

    There’s no direct way to do that. But you could export your records as a CSV file and then re-import them into the other form.

    Thanks,

    Brendan

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