Cómo transferir un formulario a otra cuenta

Buenas tardes,

Por favor, realizar el traslado o copia del siguiente formulario de Jotform, ya que fue creado desde otra cuenta:

https://www.jotform.com/build/252785057913869

Agradezco de antemano su colaboración.

Saludos cordiales,

Hola Claudia,

Gracias por tu mensaje. He creado el formulario solicitado para ti. Para proceder con el traslado o copia del formulario desde la otra cuenta a tu cuenta principal, por favor utiliza esta Solicitud de traslado o copia de formulario.

Saludos cordiales,

Hi Claudia,

Thanks for reaching out to Jotform Support. While we do offer Support in many foreign languages, and we're working hard to add more every day, we don't currently have Spanish Support agents who can help you. So I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using.

Now, coming back to your question, Transferring Your Forms and Data to Another Account is easy. When you transfer a form, all its submission data moves with it, and the receiving account becomes the new owner. There are a few things you need to be aware of:

• If you're using a custom URL, it’ll automatically update from https://form.jotform.com/{yourUsername}/{your-custom-url-slug} to https://form.jotform.com/{New_Owner_Username}/{your-custom-url-slug}.
• The transfer can’t be undone unless the new owner agrees to send the forms back.
• It's not possible to transfer forms to or from HIPAA-friendly accounts.

Now, let me show you how to do it:

1. On your My Workspace page, click on your Avatar/Profile Image in the top-right corner of the screen.

2. In the window that opens, click on Settings.

3. Then, click on the Data tab on the left.

4. In the Transfer Form section, click on Transfer Form.

5. Next, enter the Authentication Code that is sent to your email address, and click on Verify.

6. In the window that opens, tick the box next to the name of the form you want to transfer.

7. In the New Email Owner’s Email Address field, enter the email address of the account that you want the forms to be transferred to.

8. Now, click on Transfer Form.

Keep in mind that you can only send one form transfer at a time. You can also cancel the current transfer request. Let me show you how:

1. While you are still on the Data page, click on the View Details button in the Pending Transfer section.

2. Then, click on Cancel Request.

3. Finally, click on Yes, Cancel.

Once the forms are transferred, the owner of the account receiving the forms will get an email notification. From that email, they can click on the View Transfer button, then click on Accept to complete the transfer. Check out the screencast below:

Don’t forget that the form(s) you’re transferring shouldn’t be connected to Jotform products like Jotform Apps, Jotform Store Builder, or Jotform Workflows. If they are, remove those connections first.

Reach out again if you have any other questions.

Buenos días,

Intenté hacerlo de la manera en la cual me explica pero me da un error al compartirlo a otra cuenta



https://www.jotform.com/252785057913869 - Este es el formulario a enviar a la otra cuenta

Hi Inproca,

I checked the form you mentioned and I can see that it is connected to an AI Agent. If you want to proceed with transferring the form, ensure to disconnect it from the AI Agent first. After that, you should be able to transfer the form without issues. You can easily remove a connected form from the AI Agent. Let me show you how:

1. In AI Agent Builder, in the blue navigation bar at the top of the page, click on Train.
2. Click on Forms in the menu on the left.
3. Hover your mouse over the form and click on the Trash icon.
4. In the Confirmation window that opens, click on Yes, Remove.

Reach out again if there’s anything else we can help you with.