Moving data between Forms within a Process

Learn to move data between identical Forms within a process

Last published at: March 5th, 2026

Let's use the “moveFormData” step in the process definition to achieve this. 

Let’s use the Form definition “TestFormFile,” which looks as follows:

 

Let’s use the process definition “TestFormFileDef,” which looks as follows:

 

Let's drag the “InstantiateForm” step to the designer and connect it to the last step of the process. The red alert sign indicates the step property configuration is incomplete. The context is to create a new Form and then move the data from the previous Form into it during the process.

 

 

Add a new variable, formID2, to store the Form Instance ID for the new Form. 

 

Click the “InstantiateForm” step to configure the Settings properties. Provide the variable reference that contains the new form instance ID. Click the Save button to confirm the configuration.  

 

Click the “InstantiateForm” step to configure the advanced properties. Enter the name of the form instance as instructed. Click the Save button to confirm the configuration.  

 

Let's move the “moveFormData” step to the designer and connect it to the last step of the process. The red alert sign indicates that the step property configuration is incomplete. The goal is to transfer the Form data from the earlier instance to the new one within the process.

 

Click the “InstantiateForm” step to configure the Settings properties. Provide the variable reference containing the source and target Form instance IDs. Click the button to map the fields between the two Form instances. Select the source and target fields for mapping, as shown below. Click the Add Row (+) button to insert a blank row. Click the Save button to confirm the configuration.  

 

Save the changes to the step and the process definition.   

 

Let’s create and run a new process instance to see the change in the Form instance name and transfer data from one Form instance to another. 

 

Then, navigate to the Engage > Tasks page as shown below. Select the Instances search filter and choose the process instance from the drop-down list. The incomplete task assigned to the user appears below. You can also search for the task using the Search textbox. Click on the task to open it.

 

When the Form is filled out, submit it. Note: The Comments textbox is left empty because it's read-only, and this field value is set within the process using the “setFormFieldValues” step. 

 

The following shows the executed path for the process instance. Just to inform you, the process instance is complete. 

 

You can navigate to the Form instances to view the list of Form instances by the name of the Form definition. The list should include the source and target Form instances, as shown below. 

 

Select the target Form instance, then click the View > Render menu option to view the Form values.

 

The Form instance appears on a new page, and, as observed, its elements, layout, and values are similar to those of the original Form. The Form data is transferred from the source to the target Form. 

 

Note: The file attachments should be moved using the “getFileAttachments” and “addFormFileAttachments” process steps.