Setting up a development environment

To synchronize customizations made at Site or Group scope type, with customizations in the production environment, you must set up a development environment separate from the production environment.

We recommend that you make a copy of your production forms database and use that copy to create a Source configuration for developers to use. Developers can make changes in this new development environment and test their changes safely, without disrupting business operations in the production forms database.

To make customizations at the Site or Group level, developers must have Site Developer editing permissions.

When you synchronize objects customized at Site or Group scope type with objects in the production environment, specify the:

• Development configuration as the Source configuration.
• Production configuration as the Target configuration.