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Forms - Saving and Importing Pages
Forms - Saving and Importing Pages

How can I use a page from a different form

J
Written by Jo Bigg
Updated over a week ago

If you want to use a page from a different form, you can do so by following the below steps:

Save the page to your local drive.

  • Right-click on the page.

  • Click Save Page as.

  • Name the page and save it.

Open a saved page into a new template.

  • Open the Form (TCC) where you want to open and place the saved page.

  • Right-click the page.

  • Then, click Open Page.

  • Save the Form template.

You will need to make sure the fields are available from the dataset for that form. Advisory: run Check for Issues.

Be careful not the save the template as the default one in the communication center.


Check for Issues

Before you complete your page, it's a good idea to run a quick check to make sure everything is working properly.

To do this:

  • Click on the Check for Issues button at the bottom of the page.

If there are any issues, the checker will come back with an error report.

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