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setting up an automated form transfer is simple first navigate to the templates tab and select the form template you would like to add automatic transfer rules to when the template editor launches select manage events from the right-hand corner the manage events window will load click Add trigger to create a new event trigger to trigger the automatic transfer or select an existing event in the when this happens section design your event trigger by selecting a user and a trigger the selected user specifies who completes the trigger which is the action completed for this example well select technicians as the user and completes form as the trigger under do the following select transfer then select the user or group the form should be transferred to for this example well select supervisors click Save Changes in the template events window then click Save Changes in the template editor to learn more visit our blog