Import EForm Design

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To import an eForm, you must first have an eForm file; this can be obtained through exporting an eForm.

 

Copy a Form Design from One System to Another

The typical usage for this area is to copy a form design from one system to another - this would be helpful for deploying changes from a dev site to a production site.

Click the Browse for files button to select the file to import, or drag-and-drop the file. Then click the Validate and Import button.

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Create a New eForm via Spreadsheet Import

This area can also be used to create new eForms via spreadsheet import. This will create a completely new eForm and for each column found in the import file a form will create a label and a textbox matching the column name. This can be very helpful for quickly spinning up forms based on an Excel structure.

Clicking Create from Spreadsheet will change the inputs slightly:

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Note the Import data toggle which would enable you to also import the data from the import spreadsheet effectively creating a form with the properties of the Excel as well as moving the data into records in the system all at once.