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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Migrate Forms from the Forms Module to Form Center

  • Updated:

This article will show you how to migrate forms from Forms into the Form Center. This process will take place within the Form Center but will use forms from your Forms module.

 

Note: Form Center will not migrate forms that are unpublished.

 

Who can use this feature?

System Admin Slash Owner

 

 

Important Notes

  • To transfer previous submissions, Form settings must have Save to Database enabled, otherwise submissions will not transfer to the Form Center and only be available in the Forms module.
  • Previously Submitted Data
    • When you migrate a form from the Forms Module to the Form Center, all previously submitted data will transfer to Form Center with the form when it is published.
    • User-submitted data will still be available to sort, view, print, and export in the Forms module.
  • Previously Linked Forms
    • Any links to the form that already existed before the migration will still work, even if they look different than the new link to the form.
      • The link to the migrated form will not look the same as it did previously.
      • All links will still work despite the new look.

 

Instructions

  1. Navigate to Modules > Content > Form Center
    modules_content_form_center.jpg
  2. Navigate to the Legacy Forms tab
    navigate_to_the_legacy_forms_tab.jpg
  3. Select the category or categories you wish to migrate
    select_the_category_to_migrate.jpg
  4. Click Bulk Actions
    select_bulk_actions_in_form_center_s_legacy_forms.jpg
  5. Select a Destination
    select_a_destination_to_migrate_category_to.jpg
    • Preserve Category Structure: Select to retain the current structure of the category
    • Place in a new category: Enter the new category name in the text box
    • Place in an existing category: Use the drop-down to place the forms in an existing Form Center category
  6. Click Migrate
    select_migrate_to_migrate_category.jpg
  7. Click OK on the migration pop-up
    select_ok_to_migrate_form_center_category.jpg
    • Note: Check your forms to ensure that they have the correct format and make any changes if necessary.

Feedback About the Article

Let us know what was helpful or not helpful about the article below.

2 comments

Date Votes
  • Caryn Jackson

    Missing images.

    0
  • Becca Drake

    Hi Caryn!

    Sorry about the mix up. I have reloaded those images. I hope this helps!

    0

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