Migrating a Form and Exporting Form Data

PerfectForms™ Help Guide > Designing a Form >

To export a form or form data:

1.	Go to the Forms Dashboard.

2.	Select the form in the Edit Forms tree and click the Migrate button. The Migrate dialog displays.

The following export options are available from the Migrate dialog:

•

Export - Form Design - Choose the version to export to a .PF file on your local system. The form file can then be imported by another PerfectForms™ account or into another form. Use this option to provide the form design to another user. If you are working collaboratively on a form's design, however, you can choose to share the form with another user (see the Allowing Others to Edit Your Form topic.)

•	Export - Response Data XML - This allows you to export form instance data as XML data.

•	Export - Response Data CSV - This allows you to export form instance data as CSV data. You may specify the separator type for the .CSV file. You may also choose to include a header, include attachments or export to a .ZIP file.

Migrate Dialog

Note: If the form you are exporting contains functionality that is dependent on a connection, you must also migrate the applicable connection. The connection migration must be complete for the form to be imported without error. The recommended sequence of migration for forms or reports that have connection dependencies is:

1. Connection

2. Form

3. Report

Updated: 06/12/2011 Page url: http://www.perfectforms.com/Documentation/manual/html/?d_exportingformsandformdata.htm
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