Migrate Forms Between Environments

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This article will show you how to move individual forms to another environment.

Important Notes

  • Lookups, workflow events, and redirect URLs may need to be updated to reflect the environment it has been migrated to.

  • Any past submissions for the original form will not be brought over to the new environment.

Instructions

  1. Sign in to your site

  2. Navigate to the Forms tab Navigation menu showing 'Forms' option highlighted under 'Apps' section.

  3. Select the three-dot menu next to the form you wish to migrate

  4. Click Migrate to EnvironmentMenu options with 'Migrate to Environment' highlighted for easy identification.

  5. Under Target Environment, choose the environment you want to migrate to Form migration interface showing target environment selection for pet license renewal.

  6. If applicable, select the Form Version to migrate Form migration interface showing version details and target environment selection options.

  7. Under Target Form, either select Create New Form or select an existing form to overwrite Form selection interface showing options for target environment and creating a new form.

  8. If you are overwriting an existing form, select Migration OptionsMigration options include selecting form elements and other settings for the process.

  9. Click SaveThe Save button on the migrate form to environment screen.