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Migrate Forms from the Forms Module to Form Center

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This article will show you how to migrate forms from Forms into the Form Center. This process will take place within the Form Center but will use forms from your Forms module.

Important Notes:

  • To transfer previous submissions, Form settings must have Save to Database enabled, otherwise submissions will not transfer to the Form Center and only be available in the Forms module

  • Previously Submitted Data:

    • When you migrate a form from the Forms Module to the Form Center, all previously submitted data will transfer to Form Center with the form when it is published

    • User-submitted data will still be available to sort, view, print, and export in the Forms module

  • Previously Linked Forms:

    • Any links to the form that already existed before the migration will still work, even if they look different than the new link to the form:

      • The link to the migrated form will not look the same as it did previously

      • All links will still work despite the new look

Note:

Form Center will not migrate forms that are unpublished.

Who can use this feature?

System Administator | Owner

Instructions

  1. Sign in to your site

  2. Navigate to Modules, then Content, and then Form Center:A navigation menu highlighting the Form Center option in the Municipal Websites Central interface.

  3. Navigate to the Legacy Forms tab:The Form Center with the Legacy Forms tab highlighted.

  4. Select the category or categories you wish to migrate:The Legacy Forms tab with a category highlighted for migration.

  5. Click Bulk Actions:The Legacy Forms tab of the Form Center with the Bulk Actions tab highlighted.

  6. Select a Destination:The Legacy Forms tab of the Form Center module with the Bulk Actions expanded and the Migrate Destination highlighted.

    • Preserve Category Structure: Select to retain the current structure of the category

    • Place in a new category: Enter the new category name in the text box

    • Place in an existing category: Use the drop-down to place the forms in an existing Form Center category

  7. Click Migrate:The Bulk Actions of the Form Center are expanded on the Legacy Forms tab with the Migrate button highlighted.

  8. Click OK on the migration pop-up window:The Legacy Form migration confirmation message with the OK button highlighted.

    Note:

    Check your forms to ensure that they have the correct format and make any changes if necessary.