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