Export, Import and Deployment of Forms
- Go to the Forms page. Select forms (or a folder with forms) you want to export.
- Select Items for export using checkboxes (1)
- Click Export button (2)
- Download and save suggested file
- Go to your target organization.
- Go to the same list of items (Actions tab).
- Click Import button (4).
- Select a downloaded file in the proper form appeared
- Confirm import
- If all is OK, you will see the confirmation message
Note: only primary versions of forms will be exported. If you need to export other version, you should make it primary first.
Deployment helps to migrate forms and from versions with their dependencies (nested forms, actions, etc.) between organizations.
Forms can be deployed as any other objects like Actions, but there are some things to consider:
- Primary versions are deployed as Form object
- Other versions are deployed as Form Version object
See this article for information about deployment procedure.
If deploy in "Overwrite existing" mode, make sure from has the same primary version on both source and target organizations - source primary version will overwrite target one and this may cause troubles. For example:
- there are form with versions 1, 2 and 3 on source organization. form version 2 is set as primary.
- the same form with versions 1, 2 and 3 already exists on target organization. And primary version is 3.
- if deploy forms from source to target, the target organization will have these from versions:
- version 1 (non-primary from source organization)
- version 2 (non-primary from target organization)
- version 2 (primary from source organization)
- and primary version 3 from target organization will be lost (overwritten with version 2 from source organization)
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