Jenzabar Campus Portal Features Help Hub

Importing and Exporting Forms

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

You can share forms between your campus's FormFlow - Forms feature with other FormFlow users.

How To
Import a Form

  1. Log in to the Campus Portal as an administrator and access FormFlow - Forms.

  2. Click Manage Forms.

  3. Click Choose file.

  4. Locate and select the form you want to import.

    Tip

    Forms are exported in the CFPROJ format.

  5. Click Open.

  6. Click Import.

    Note

    The file is imported showing the date and time it was imported into FormFlow - Forms.

  7. Update and customize the form as needed.

    Tip

    Depending on how the form is set up, you may need to set up a database connection, stored procedures, and mapped statements. Check the Tools options carefully.

Export a Form

  1. Log in to the Campus Portal as an administrator and access FormFlow - Forms.

  2. Click Manage Forms.

  3. Click the Export button for the form to be exported.

  4. Depending on your browser's download settings, you can browse and save the exported file to a specific location or the file is automatically exported to your local computer (e.g., the Downloads folder).

    Tip

    If the form builder importing your form is outside your campus or not using an instance of FormFlow within the same server environment, the database connection, stored procedures, mapped statements, payment profiles, data validations and sources, etc. associated with your form may need to be recreated. The form builder importing your form will need to check the Tools options carefully.