Viewing Sample Forms and Copying Forms

In this video, we’re going to look at how you can copy a form from one database document to another database document. As an example, you may want to move one of Tap Forms 5 sample forms into your own database document. Let’s see what I mean. Let’s go to my Mac.

Now, if you’ve just opened up Tap Forms 5 for the first time, I believe by default, what it does is it opens up a sample database document where you have a number of different Forms. If we look here, I created this database document personal; I only have two forms: my Tools and Grocery Lists, which I created.

Tap Forms 5 comes with several different sample forms. Where do I find those? And how do I move those over into my personal database document? Well, all you need to do is open up the other database document. In my case, what I’m going to do is open up the Sample Database document. How do we do that? You can go up to Window in the menu bar or use my favorite way, a keyboard shortcut, command zero. So I’m going to type in command zero. And we have my database document manager, where I have all of my database documents.

We’re going to go to the Sample Forms. This was created by Tap Forms 5. Now I just double-click on it, it opens up a new database document, and I can see all of the different forms that this database document has. It has over 30 different forms in it.

Now, if you do not see all of these different forms, what you may need to do is make sure that you’re looking at All Forms. If you’re just looking at My Forms, it’s going to show you a select number of them. You want to look at All Forms.

Now, what I need to do is just select which form I want to copy over to my database document. So let’s say I wanted to keep track of my Frequent Flyer Numbers. I select this, and now what I do is export this out. I export this out as a template. When I export it out as a template, it’s going to export all the fields and all the layouts. So will not export the records. There aren’t any records in this anyway.

To export this out, I just go up under File, and then we go to Export. The option that we need to select is Forms Template. When I select this, it asks me where I want to save it; I’m just going to save it to the Desktop. I click on Export, and we can see, let’s go ahead and minimize this, we can see that it is on my Desktop.

So now, how do I get this into my personal database document? Well, instead of exporting it, what we do is we import it.

So I go back up under File, and then we go over to Import, and we need to import that form template, select it. I make sure I’m looking at my Desktop, and then we just double-click on my Frequent Flyer Numbers template. And we can see we have my frequent flyer. Now I just drag this into my category.

We can see it has all of the fields. If it had an additional layout, it would have those as well. We can do this with any database document. We can quickly move one form to another database document by exporting it and then importing it.

So that’s how you copy a form from one database document to another in Tap Forms 5. What you’ll do is you’ll export it out of one database document. You’ll find Export under File on the menu bar, and then you go to the other database document, go up under File and go to Import. You want to export it out as a template, and then you import that template back into your new database document.

So that’s how you copy a form from one database document to another in Tap Forms 5 on the Mac.