Form Template Import and Export provides a facility for users assigned with Creator role to export form templates to a file typically used for archiving or transferring form templates to different environments or portals. In addition users assigned with Creator role can also import form templates to the system.
How to export a form template
- Select from a list of available form templates. This list includes all the available form templates for the portal.
- Click on "Export" link button to export the form template.
- Saves the file to a location in your hard drive.
Note: When a form template is selected for export, everything associated with the form template is saved. This include the form layout, form workflow states, form workflow, security roles and any associated child forms attached to the individual workflow states.
How to import a form template
- Click on the Browse button to select a form template file from you hard drive.
- Click on the "Import" link button to import the form template to the system
Note: When a form template is imported it initial state is "In Development". If importing within the same environment/portal then form security roles will be import, however, importing across different portal does not guarantee all form security roles will be successfully imported.