Importing and Exporting Forms

OSPROV Form Builder allows you to import and export form schemas, making it easy to share forms between environments, create backups, or use templates as starting points for new forms.

Exporting a Form

Exporting a form creates a JSON file containing the form's schema, which includes all components, settings, and validation rules. To export a form:

1. Open the form in the Form Builder
2. Click the Export button (download icon) in the top right corner
3. The form schema will be downloaded as a JSON file

Exported forms can be used for:

• Creating backups
• Sharing forms with colleagues
• Moving forms between environments (development, testing, production)
• Creating templates for similar forms

Importing a Form

Importing a form allows you to create a new form based on a previously exported schema. To import a form:

1. Click the Import button (upload icon) in the top right corner
2. Select a previously exported form schema file
3. The form will be loaded into the Form Builder
4. Review and make any necessary adjustments
5. Save the form

When importing a form, you may need to adjust certain settings to match your current environment, such as:

• Data sources
• Resource references
• Integration settings
• Custom scripts

Form Templates

OSPROV includes a library of form templates that you can use as starting points for new forms. To use a template:

1. Click Create New Form from the Forms list page
2. Click the Templates tab
3. Browse the available templates
4. Select a template that matches your needs
5. The template will be loaded into the Form Builder
6. Customize the form as needed
7. Save the form with a new name

Templates can save time and ensure consistency across similar forms.

Creating Your Own Templates

You can create your own templates by:

1. Building a form with the components and settings you commonly use
2. Exporting the form
3. Saving the exported file in your templates library

You can then import this template whenever you need to create a similar form.

Best Practices for Importing and Exporting

• Use descriptive filenames for exported forms
• Include version information in the filename
• Document any environment-specific settings that may need adjustment
• Test imported forms thoroughly before publishing
• Create a library of templates for commonly used form types
• Consider using a version control system for managing form schemas
• Validate imported forms to ensure all components and settings are compatible with your current environment