Transfer Case Data
Note: The same steps apply if you are using the Forms module from within a case also.
1. Navigate to Forms.
The Forms page is displayed.
2. Select language from the Form Language dropdown list.
3. Select the category of the form from the Search by Category dropdown list.
4. Enter the name of the form you wish to fetch in the Search by Form Name toolbox.
5. Select the case from the Cases dropdown list.
Note: It is critical to select the case in order to transfer data from that case to the selected forms.
The forms are fetched.
3. Check the boxes of the forms for which you wish to transfer case data.
4. Click Transfer Data.
The case data is transferred and forms are downloaded.