Migrate Forms Between Environments

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.

Migrate a Form

1. Sign in to your site

2. Navigate to the Forms tab

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

4. Click Migrate to Environment

5. Under Target Environment, choose the environment you want to migrate to

6. If applicable, select the Form Version to migrate

7. Under Target Form, either select Create New Form or select an existing form to overwrite

8. If you are overwriting an existing form, select Migration Options
   

   Note:

   The Migration Options will be grayed out if you are creating a new form in the environment.

9. Click Save

Schedule a Form Migration

1. Sign in to your site

2. Navigate to the Forms tab

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

4. Click Migrate to Environment

5. Under Target Environment, choose the environment you want to migrate to

6. Select a named Form Version to migrate
   

   Note:

   You can only schedule migrations for form versions that you have named.

7. Under Target Form, either select Create New Form or select an existing form to overwrite

8. If you are overwriting an existing form, select Migration Options
   

   Note:

   The Migration Options will be grayed out if you are creating a new form in the environment.

9. Add the Scheduled Date and Time and click Schedule Migration
   

10. The form will now have a clock icon with a note that a migration is scheduled. You can click the clock icon to modify or cancel the migration.
    

    1. To edit the migration schedule: Adjust the migration fields, as needed, and click Update Schedule.
       

    2. To remove the scheduled migration: Click Cancel Schedule.