Hi,
Is it possible to duplicate single records from one form to another?
I know your probably thinking each form is different so it wouldn’t work, but here is my scenario.
I created a master form called Bank Transfers which keeps track of all monthly outgoings. This form has been duplicated and renamed to reflect the different properties I have. So the form structure is exactly the same, it just contain different record data for the differences in the monthly outgoings.
Some of the monthly outgoing records are the same between the different forms so being able to transfer an inputted record to the another form with the same structure is what I am looking to achieve.
Is there a way to do this?
I hope I am making sense 
Thanks
Hi,
The only way this would work would be to export the one record as a CSV file, then import it into the other form making sure you aren’t exporting the form_record_id. But there’s no direct duplicate record to another form, specifically for the reason you specified above. Even though the forms have an identical structure, they have a different identifier internally, so Tap Forms thinks it’s a different form.
Thanks,
Brendan
Thanks for the speedy post I will give the csv option a try
Hi,
The tricky part with the CSV export workaround is that you’ll get all records exported in your file unless you have some text you can search for which will uniquely identify the record you’re interested in exporting.
Also, when you’re importing, use the Import Records option on the records list view for the form you want to import into. That will essentially tell Tap Forms which form you’d like to import the records into. As long as the names of the fields match up exactly, it should import properly.
Thanks,
Brendan
Each record have a main title like
Electric
Gas
So I could search for the ones which will appear the same on each form, the only real difference in the actual record is the amount paid each month, which I will change once the main part of the record is imported into the new form.
I just had a look at the export to csv options and it looks like it exports to entire form and not just individual records within the form?
Being that there us no direct way of doing it, I think I will just manually input the records into the different forms.
Thanks again for coming back to me
Steve
Hi Steve,
The CSV file will contain a header row plus a list of records within the form. But if you search for a limited set of records, then choose the Export Records function from the record list view, Tap Forms will export only those records that match the search. When you import, Tap Forms will match up the columns in the header row with the field names in your form.
Thanks,
Brendan
.
