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Question

Question

How do you fill out one form with data from another form

asked on May 14, 2013 Show version history

Hi,

 

We need to know the following for forms: Is it possible to fill out a form based on another form? if so, please let me know how to do it.

 

Thank you

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Answer

APPROVED ANSWER
replied on May 28, 2013 Show version history

Yes this is possible through the use of variables.  An easy way to accomplish this is to use the drop down arrow and select the option to Copy Form. This will create a second form in your business process, with all of the field data that was filled out in the first form.  Of course you can add or remove any fields to this newly copied form.  This can be done from the Manage tab.

 

You can also reuse data from a form on a field by field basis by using the variables on the left side of the form.  Drag these to the new form to have fields that will contain whatever was entered in the corresponding field on the previous form.

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replied on May 19, 2016

How can i drag variables from form 1 to lets say form 3? because when i try to create a new field with same variable name as variable name in form 1 it automatically renames it. i have been using copying forms but it's not the best way if i need to use only one field.

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replied on October 10, 2017

Was this answered? I would like to know how to do this too.

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