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Moving a form report to another application
Moving a form report to another application

Shift Yeeflow form reports to new apps easily with report settings and destination selection, streamlining data reorganization.

Updated over a week ago

In Yeeflow, you might find the need to move a form report from one application to another. This could be due to an organizational change, restructuring, or simply to improve your workflow. The good news is, moving a form report to another application is straightforward and can be done with a few clicks. Here's how:

Step 1: Open Form Report Settings

Navigate to the form report you want to move. Once there, locate the "More Settings" button at the top-right of the form report page, and click on it. This will open a drop-down menu.

Step 2: Initiate the Move

From the drop-down menu, click on "Move to". This will open a pop-up window where you will choose the destination for your form report.

Step 3: Choose Workspace and Application

In the pop-up window, you will see two drop-down lists. The first drop-down list lets you choose the workspace. This list includes all workspaces that you have permission to access. Select the workspace where the target application is located.

Next, from the second drop-down list titled "Choose application", select the target application you want to move this form report to. This list will include all applications within the chosen workspace.

Step 4: Move the Report

Once you've selected both the workspace and application, click on the "Move report" button located at the bottom of the pop-up window. This will initiate the process of moving the form report to the target application.

Step 5: Verify the Move

After clicking the "Move report" button, navigate to the target application. You should now see the moved form report appearing within this application.

Moving a form report in Yeeflow can help you organize your work more effectively. Remember, the ability to move reports depends on your access permissions for both the source and destination applications. Always ensure you have the necessary rights before attempting to move a form report.

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