Uploading a Process
Recommended: Use this feature when sharing processes between Forms Servers of the same version. Processes are automatically migrated when upgrading from one Forms version to another. There is no need to export processes from your old server and upload them to your new one.
To upload a process from Design
- Navigate to the Design section.
- Select Upload.
- Add the process you want to upload.
To upload a process from Manage
- Navigate to the Manage section.
- Click the down arrow next to New Process in the top right corner.
- Click Upload process.
Process Promotion Tool
To migrate a process
- Export the process from the sandbox environment.
- Upload the process onto production to open the Process Promotion tool. If the process already exists on production, you can overwrite or create a new version of the process.
- When you overwrite the process, the Instances step lists the running instances on the production environment and unused variables on the sandbox environment. After you upload the process, Forms terminates the running instances. You may delete the unused variables at your own discretion.
- The Users step allows you to map users, groups, teams, and sender's email in the uploaded process to the equivalents on the production environment.
- The Data Sources step allows you to map the server information onto production.
- The Resources step allows you to map associated workflows, payment gateways, logos used on forms, and webhooks onto the equivalents on production.
- The Reports step allows you to import new and revised reports attached to the process. For any existing reports, you will be able to either keep the existing report as is, or overwrite the report. For any new reports, you will be able to either create them as a New report or Ignore the report and not import.
- Click Upload to complete the migration.
Related Topics
Note: Changes as of Forms 10.4.5:
- Mapping of Teams now matches by name rather than ID.
- All matches are now case-insensitive.
- The repository profile can now be updated in the Resource step, and will match the existing profile based on the profile name.
- Reports that exist on the Forms server but not in the imported process definition are no longer deleted.