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Form Template Import-Export |
  
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Form Template Import-Export |
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Form Template Import and Export provides a facility for users assigned with Form Creator role to export and import form templates to and from a form template file. Export and import is typically used for archiving and transferring of form templates between different portal environments.
Export a form template
| • | In the Export Form Template list, select a form template. This list includes all the available form templates for the portal. |
| • | Click on Export link button to export the form template. |
| • | Save the file to a location in your hard drive |
Image showing Export Form Template section of Form Template Import-Export screen
TIP:
When a form template is exported or imported the following form template data are included:
| • | Form Template Layout |
| • | Custom Form Roles |
| • | Workflow States |
| • | Workflow Steps |
| • | Field localization |
| • | Any assigned sub/child forms |
The following data are not included in the import/export process:
| • | Captured form data. To export form data use the Form Data Archival screen. |
| • | Report Templates |
Import a form template
| • | Click on the Browse button to select a form template file from the hard drive |
| • | Check the "Generate New Field ID.." property if new IDs are required to be re-created for each imported field. Note when new field IDs are created, references from Javascript functions and/or SQL stored procedures may be broken if IDs are used instead of the field element name. This may prevent the form template from functioning properly. |
| • | Check the "Reset Version" field if the current version of the Form Template is required to be reset to version 1.0. If this option is not selected the current version of the Form Template is retained in the import process |
| • | Click on the Import link button to import the form template to the system |
Image showing Import Form Template section of the Form Template Import-Export screen
TIP:
When a form template is imported its initial state is "In Development" and locked by the user imported the form template. If importing within the same environment/portal custom form security roles and associated assignments are also imported, however, importing across different portals does not guarantee all custom form security roles and associated assignments will be imported.
Upgrade a form Template
| • | Expand the Upgrade Existing Form Template section |
| • | From the list of Available Templates, select a form template to upgrade. This list only populates those form templates that are currently in Development status and is locked by the current user. |
| • | Click on Browse to select a form template file to upgrade from. |
| • | Click on Upgrade Form Template button to begin the upgrade process |
Image showing the Upgrade Existing Form Template section
TIP:
When upgrading a form template only the form layout of the form template is upgrade. No other form template information is modified.