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Templates - Moving data from one to another

By: M M | Asked: 09/23/2023
Forums › Category: General questions › Templates - Moving data from one to another
0 Vote Up Vote Down
M M asked 10 months ago
Hi!

I have a lot of data in a form named Data.

It is using a basic template it seems

I just saw the sample template Mortgage Applications and would like to use that template.

Is it possible to simply use a new template with data from an existing one?

If so, how?

I am asking first because I really don't want to lose all this data

Thank you
1 Answers
0 Vote Up Vote Down
Rob LeVineRob LeVine answered 10 months ago
A "template" is just a form and like any other form, you can assign whatever fields you want and import a CSV into it, mapping the fields of the CSV to your new form.
M M replied 10 months ago

so if I do that will the Entry Keys be changed? I really need them to remain the same

M M replied 10 months ago

Couldn't I simply import the Style as that is what I really want.

I am trying that but it doesn't seem to work

Rob LeVineRob LeVine replied 10 months ago

If you map the entry key field to the correct column in your CSV file, it should use that. I suggest testing it on a single record first and see what happens.

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