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Steps To Move/Copy a Form Instance

This guide will outlay the simple steps associated with moving a Form Instance from one Division – Org Area to another.

  1. Navigate into the form instance that needs to be moved.
  2. Click the “Move” button that is located in the top right-hand side of the screen.
  3. A confirmation popup will then appear with the following text: “This action will let you move this form to the selected Division / Organisational Area. Do you wish to continue?”
  4. A prompt will then appear stating: “Please select the new Division / Organisational Area to move this form into.”
  5. Click on the Division/Org-Area dropdown and select the new location fr



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