How to copy a Dynamic Forms template from one organization to another

  • Click on Admin, then System Admin

  • Click on Forms Migration

  • Select the organization of the template you want to copy, and hit select.
  • A list of templates will appear. In the below example, the selected organization only had one template.
  • Select the form you want to copy, then the organization that you want to copy it to in the dropdown menu underneath. In the below example I chose the prayer request template in the Development organization, and selected the Spiritual Life organization as the org to receive the copy.

  • Hit submit. Text will appear to let you know the form was copied successfully.

PLEASE NOTE: Do not select the "move form and its submissions" option without permission. If you do it without permission You will need to copy it back to its original organization.

Details

Article ID: 153460
Created
Fri 1/27/23 3:25 PM
Modified
Fri 1/27/23 3:26 PM