How can I move records from my cloned form to the master form?

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    rideNASTR
    Asked on February 14, 2021 at 11:42 AM

    Hello -

    We are running an event with limited entries and have the master form built with all the required data. I created a cloned form to use as the wait list once the entry limit on the master form was reached. I now need to move records from the cloned form, to the master. I have the tables linked on separate tabs, but am not having luck transferring individual records from one table to another. Help please.

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    Mike_G
    Answered on February 14, 2021 at 05:11 PM

    To my understanding, you would like to merge the submissions from a cloned form and the master form into one table under the Master Form. Please allow me some time to check if that would be possible on the Jotform Tables, I'll get back to you on this ticket with my findings as soon as possible.

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    Mike_G
    Answered on February 14, 2021 at 06:58 PM

    Apologies for any delays. Upon checking further I have found that the only way you can merge the submissions from your cloned form into your master form submissions is by downloading it first into an Excel file

    How-to-Export-Form-Data-to-Excel

    and then import the data into the master form by following the instructions in this guide.

    Import-App-Easily-import-your-Excel-or-CSV-data-into-JotForm

    You may test this method first into a separate form to see if it works for you before you try it on your master form.

    Feel free to let us know if you need any further assistance.