Exporting forms metadata

When working in a partial trust situation (such as a cloud installation) or with the web client, you are restricted from accessing databases directly. In cases like this, you can export forms metadata using XML files and then import them onto a target system. This kind of situation requires the use of both the FormSync Export utility and the Import utility.

To export forms metadata using the FormSync Export utility, use this procedure:

  1. Open FormSync (either the form version or the stand-alone version).
  2. If you have not already done so, open the Configurations page and specify the Source configuration from which you want to export form objects.
  3. Access the FormSync Utilities page:
    • In the form version, click Utilities on the main page.
    • In the stand-alone version, click the Utilities icon on the Toolbar.
  4. Use the Filter tab to set filter criteria for the form objects that you want to retrieve for export.
  5. Click Refresh List.
  6. Select the Export tab.
  7. (For the form version only) Specify where you want the output to go:
    • To save the XML file to a local disk, click Save.
    • To have the XML output display in a temporary page, click View.
  8. Specify a path and filename for the output file:
    • When working in a partial trust situation or in the web client, FormSync suggests a name for the file, which you can change. In this case, the path is to the designated system download folder.
    • When using the Windows client or the stand-alone version, you can click the ellipsis (•••) button and use the dialog box that opens to specify the path and filename.
    Note: The output file must be an XML file.
  9. To preserve any settings for objects that developers might have checked out, select Preserve locked by.
  10. To include any form licensing associated with the form objects, select Export form licenses.
  11. Click Export.
  12. When prompted, click Yes.
  13. (Optional, for the stand-alone version only)
FormSync exports the specified forms metadata to the designated location as an XML form.

To view the output file, the required action depends on where you generated the XML file:

  • In the form version, using a web client, the form typically allows you to view it using the designated system app for viewing XML files as soon as the export is complete.
  • In the form version (using a Windows client), locate and open the file at the designated save location.
  • In the stand-alone version, click the folder button to the right of the ellipsis button.
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