Importing a Form File

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You can import forms that have been exported to a .PF file from another account or downloaded from the PerfectForms™ Web site.

 

Note: If the form you are importing contains functionality that is dependent on a connection, you must first import 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

For more information, see Migrating Connections.

 

 

To import a new PerfectForms™ form (.PF):

 

Document Icon
1.Migrate to the form and save the .PF file locally.
2.Log in to PerfectForms™.
3.On the Forms Dashboard, click Import.
4.Browse to the location of the .PF file that you saved locally. Click Next.
5.Enter a Name for the form. Click Next.
6.Click Done. The new form is created and added to the Private Forms folder in the tree.

 

Video Tutorial: Importing a Form

 

Importing a form Video Tutorial

 

Shows how to import a new form, report or connection into your account

 

 

 

Note: To import into an existing form, load the Forms Dashboard and navigate to the form in the tree. Click the Migrate button and choose the Import Form Design option. The file will be imported as a new version of the form.

Updated: 17/04/2012  Page url: http://www.perfectforms.com/Documentation/manual/html/?fl_importing_a_form_file.htm
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