Trying to transfer forms

Hello, I am trying to transfer these forms to our client's Jotform account and receive the message below. I cannot see what other products are connected to the forms. Can you help?

https://form.jotform.com/202153782290048

https://form.jotform.com/202045862886058

ERROR MESSAGE: You can't transfer forms that are connected to other Jotform products.

Hi Vicky,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

The error message you are seeing indicates that the forms you want to transfer are connected to other Jotform products, which prevents the transfer. Unfortunately, Jotform does not allow transferring forms that are linked to other products.

To proceed, you will need to check if these forms are integrated or connected to other Jotform services or products and disconnect them first. Once they are no longer connected, you should be able to transfer the forms to your client's account.

If you need detailed steps on how to transfer forms or manage connected products, please let me know, and I can guide you through the process.

Hi Vicky,

You can transfer a form to another account, but there are a few requirements. The form owner must initiate the transfer, and the form must not be connected to other Jotform products (for example Jotform Apps, Approvals/Workflows, Sign, or Store Builder). Forms on HIPAA-friendly accounts can’t be transferred to or from other accounts.

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.