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Field Transfers - Sending Fields to Another Site

This feature only applies to sites with the Electronic Case Transfer module enabled. It allows a site to create site specific fields, tag them for e-transfer, then send those fields to another site, creating the magic link so that information in those fields will be included in future e-transfers, including online intake e-transfers.

Tagging Site Specific Fields
After a site specific field is created, edit it and set the "Allow Transfer (if applicable)" option to Yes, before sending the field to the other site.

Sending Fields to Another Site
Go to the Admin > Field Transfers page. Select the Actions menu, then Transfer Fields. Select the organization to send the fields to, then use the checkboxes to select the fields to send, then click Continue.

The site you sent the fields to will need to go to the Admin > Field Transfers page (on that site), and accept the transfer. That will create those fields in the receiving site's database, and they can then be added to forms as desired.