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Import and export forms

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Import and export form templates for reuse in other processes and instances. This procedure transfers the template definition as JSON. It doesn’t export submitted request data.

To import a form template, navigate to Forms in the Administration menu, switch to the Templates tab in the upper-right corner, and click Import Template.

To export a form template, open the template and click Detail in the top navigation.

On the template’s Detail page, click Export. The template downloads as a JSON file. After importing it elsewhere, open it in the form builder and check its questions and Client IDs before using it in a process. When adding a template to an existing form, resolve duplicate Client IDs.