Migrating Form or Report Ownership to Another User

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You can migrate ownership of a shared form to another user. Only the current owner of the form/report can transfer ownership.

 

Note: The new owner will be allowed to completely delete the form or delete form instances and the previous owner will lose ownership of the form/report and all the privileges attached to this. The audit log will track any transfers of ownership including: the user who initiated the transfer, the date and time and the form or report name.

 

To transfer ownership:

 

Document Icon
1.Open the Edit Forms or Edit Reports view on the Dashboard.
2.In the tree, locate the form or report you want to transfer ownership of. If you are working with a form or report that has not been shared yet, first click the Share button. Only a shared form or report can have its ownership migrated.
3.Click the Migrate button. Once a form has been shared, the Migrate dialog contains a new option: Transfer Ownership.
4.Choose Transfer Ownership and then click OK.

Migrate Dialog

5.Select the new owner of the form or report from the list and click OK.

Select User Dialog

 

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?fg_transferring_form_ownership_to.htm
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