Form Instance Backup

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This topic contains 3 replies, has 3 voices, and was last updated by  Dennis @ PerfectForms 7 years, 5 months ago.

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    How can i take backup of my form instances for all my forms.



    You can export all of your instance data to a text file by following the instructions in our help guide: /Documentation/manual/html/?d_exportingformsandformdata.htm.

    Keep in mind it will export in our schema. If you want it in your schema you should use the Connection Agent to programmatically write to a database of your choosing when the instances are submitted.

    Workflow software, Process software, Procedure software




    After you export the text file and the attachments for the instances, is there a way to import them back into PF?


    You haven’t deleted the instances, you have simply exported the data. The instances remain.  There are a couple of different ways to create new instances and populate them from data in an outside source. You could use the API: /Documentation/manual/html/?add.htm. Or you could use a connection from the Connection Agent to populate a new instance: /Documentation/manual/html/?d_databaseconnections.htm

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