Importing and Exporting Forms

Forms and form sections created with Interactive Forms can be imported and exported. This makes it possible to quickly and easily move forms/for sections from one environment to another.


Importing and exporting content items is performed in a separate process. See Importing and Exporting Content for complete information.


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Exporting a Form/Form Section

To export a form/form section, follow these steps:

  1. Navigate to Import/Export > Export.
  2. From the "Available Content" drop-down list, select the type of content you want to export. All content that matches the type you select appear in the list of available content.
  3. Click each form(s) in the list you want to export. To select all items in the list, click the first and then hold down the <Shift> key and click the last item in the list. To select items individually, hold down the key and click the item(s).
  4. Once you have selected the items to export, click the » key. The items are added to the list.
  5. Click [Next]. A summary of the items you selected appears. The form sections contained in each form are also listed.
  6. Click the checkbox next to each form section you want to export to select it or click "Select all form sections" to select all the form sections.
  7. Click [Next]. The "Download the Export" dialog box appears.
  8. Click [Download].
  9. Follow the prompts from your browser to name the exported file (export.zip by default) and the location where it is saved.



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Importing a Form/Form Section

To import a form and/or form section, follow the steps below.

  1. Navigate to Import/Export > Import.
  2. Click [Browse] and navigate to the folder containing file containing the exported form(s).
  3. Select the export file and click [Open].
  4. Click [Analyze]. A summary of the forms/form sections found in the export file displays.
  5. Select the form/form section(s) from the list that you want to import and then click [Import].
  6. Select the form/form section(s) that you imported which you want to publish (set to an"Active" state).
  7. Click [Publish form(section)].

    If you import a form or form section that already exists, the current version will become "Inactive" and the imported version will become the "Active" version if you publish it.



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