Synchronizing Forms Only

You can synchronize only the forms, without affecting global objects or the Explorer in the Target configuration.

When you use the form-only option, FormSync does this:

  • Merges base-level versions of forms from the Source with customizations in the Target.
  • Keeps customized global objects in the Target configuration without changing them.
  • Keeps base-level versions of global objects in the Target configuration and does not replaced them with base-level versions from the Source configuration.
  • Keeps the Public folders and My Folders folders in the Explorer of the Target configuration without changing them.
Caution:  Before synchronization, make sure you back up the forms database in the Target configuration and confirm your database and server settings. For more information, see Before You Use FormSync.

To synchronize forms only:

  1. Open the Form Sync form, specify your Source and Target configurations, and click OK .
  2. In the Synchronization base level field, specify whether you want to synchronize objects at the Vendor, Site, or Group level.

    For more information, see Synchronization base level.

  3. In the Log detail field, specify the level of detail you want to record in the log.

    For more information, see Log Detail Levels.

  4. Select Only process objects changed at the synchronization base level.
  5. On the Forms tab, select Merge customized forms with base-level forms.
  6. Click Merge Options.
  7. On the Merge Options page, perform one of these actions:
  8. Click OK.
  9. Optionally, In the Form name field, specify one or more forms to synchronize.

    For more information, see Form name.

  10. Optionally, to remove all users' form run-time changes from the form, select Remove runtime changes when form replaced.
  11. On the Explorer tab, clear the Update check box, and select the Keep customizations check box.
  12. On the Global Objects tab, select Keep customizations, and clear all check boxes in the Filter group box.

    To clear all the check boxes at once, use the Toggle All/None option at the end of the list.

  13. Click Synchronize.
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