Opening a form or report from an XML file

  1. In Form Builder, select File > Open From File.
    The Open dialog box is displayed.
  2. Select the directory and file name of the file that you want to open.
  3. Click Open.
    The form from the XML file is displayed in the Form Builder.
  4. In Form Builder, select File > Save As.
    The Save As New Form dialog box is displayed.
  5. Specify a name for the new form.
    Note:  If you are importing forms or reports from another WFM system, then use the same names for the forms as used in the other WFM system.
  6. Select the appropriate History Permissions.
  7. Select the folder where you want to save the form.
  8. Select the other appropriate options for the form.
    For example, Cancelable or Batch Approvable.
  9. Select the type of form.
    For example, Interaction, Data Form, or Report.
  10. Click OK to save the new form.