Exporting and Importing Registers & Forms Templates between Assurance Instances

Owned by Nicola Inglis
Last updated: Apr 28, 2020

This feature lets you export a Registers & Forms Template out of one Assurance instance, and then import it back in to another instance.  This means that a Template you have been working on in the Sandbox, can be imported into your Production instance directly instead of building the Template from scratch.

Note: This feature will import all of the details for the Template, the Stages (excluding approvers), and everything set up under the Fields tab including formula fields, dependencies and default view.


Step-By-Step Guide


  1. Within the Registers & Forms Templates screen, click on the Template you would like to Export.

  2. Click on Export Template.
    Your brower will export the template as a .json file which you can save to your PC. You do not need to edit this file at all.

  3. Open the other Assurance Instance where you'd like to Import the Template.

  4. Open the Registers & Forms Template screen and select +Create Registers & Forms Template.

  5. Click on Import Template.

  6. Upload the .json file from Step 2.
    An Import Registers & Forms Template progress screen will appear.  You can either wait for the import to finish or the Notification Bell will show when the task is complete.


Note: There may be some errors when you try to upload the Template. The most common errors are:

  • Name has been taken. This happens if there is already a template with the same name. To fix this just change the name of the Template and re-export it.
  • Prefix has been taken. This happens if there is already a template with the same prefix. To fix this just change the prefix on the Template and re-export it.
  • Field exists with different parameters. This occurs if you have a Field in the new Template that has the same name as an existing Field, but it is a different Field Type.  To fix this just change the name of one of the Fields.


Further set up of the template is done on several tabs.  Below is some key information that is needed.

  • Details - basic template information
  • Workflow - management of the stages and approvals
  • Fields - management of the fields
  • Notifications - management of the notifications
  • MergeDocs
  • Reference Documents
  • Recommended Tasks
  • Recommended Checklists
  • Public Link - management of the template availability to external users
  • History - provides information around template changes

Video Guide

Export


Import



Note:  To use this feature you will need to have Administrator access to the Register & Form Templates.




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