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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Migrate Forms Between Environments

  • Updated:

This article will show you how to move individual forms to another environment. 

 

Important Notes

  • Lookups, workflow events, and redirect URLs may need to be updated to reflect the environment it has been migrated to.
  • Any past submissions for the original form will not be brought over to the new environment. 

 

 

Instructions

  1. Sign in to your site
  2. Navigate to the Forms tab
    Forms menu.
  3. Select the three-dot menu next to the form you wish to migrate
    Three-dot menu next to form.
  4. Click Migrate to Environment
    Migrate to environment option.
  5. Under Target Environment, choose the environment you want to migrate to
    Target environment drop-down.
  6. If applicable, select the Form Version to migrate
    Form Version.
  7. Under Target Form, either select Create New Form or select an existing form to overwrite
    Target form.
  8. If you are overwriting an existing form, select Migration Options
    Migration options checkboxes.
  9. Click Save
    Save button.

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