How to Data Mirror Single Custom Forms
You can mirror Single Custom Forms from one site to another using the data mirroring functionality. This is especially useful for organisations managing multiple sites, as it allows you to easily replicate existing forms without the need to manually recreate them each time, saving both time and effort.
Whether you want to copy all forms in bulk, select just a few, or move only a single form, the system gives you full flexibility and control. If there are any naming conflicts when mirroring between sites, you can quickly resolve them by renaming the forms during the process.
This feature helps ensure consistency across sites, reduces duplication of work, and speeds up setup, particularly when onboarding new locations or aligning form usage across your organisation.
Interactive Guide
Text based guide
Open the Org Management app

Visit the Data area

Open the choose an area drop-down

Choose Single Custom Forms

Open the choose a source site drop-down

Pick the site you want the data to come from

You can select all of the single custom forms with this box

You can also choose individual or multiple single custom forms from the list

Choose Retain on the site you wish to transfer the data to. This will skip over items that have the same name and does not overwrite existing data unless confirmed

Select the Save Changes button to confirm the transfer

If there are conflicts detected this box will appear. You can choose to retain for this site which will keep the original file on the site you are trying to transfer to

If you choose to rename the file the transfer will continue, but under the different name you have chosen

Click Retry once you are happy with your selection
