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Migrate Forms to a New Category

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This article will show you how to migrate forms to a new category.

Important Notes:

  • 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.

    • 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.

Who can use this feature?

System Administrator | 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. Select the Legacy Forms tab:The Form Center with the Legacy Forms tab highlighted.

  4. Select Bulk Actions:The Legacy Forms tab of the Form Center with the Bulk Actions tab highlighted.

  5. Select Place in a new category and type in the new name:The Legacy Forms tab of the Form Center module with the Bulk Actions expanded and the Place in a new category option highlighted.

  6. Check the boxes next to the forms you wish to migrate to the new category:The Legacy Form Categories section with a single category's checkbox filled and highlighted for selection.

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

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

    • Check your forms to ensure that they are formatted correctly and make any changes if necessary

    • Publish the migrated forms using the Action drop-down menu to make them available to the public