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 Forms menu.

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

  4. Click Migrate to EnvironmentMigrate to environment option.

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

  6. If applicable, select the Form Version to migrate Form Version field.

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

  8. If you are overwriting an existing form, select Migration OptionsMigration options checkboxes.

  9. Click SaveSave button in the bottom right corner of the migrate form pop-up.