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Importing and exporting form definitions

How to exchange form definitions between Cognidox servers

If you've developed a form template on a test server, for example, you can export it from Cognidox as a json file and import it onto your live server. 

Note: A form definition export will contain the information about the fields of a form, but not template or auto-number settings.

Exporting a form definition

To export an existing form definition:

  1. Choose Manage Cognidox > Settings & Configuration > Forms to display the Manage Forms page.
  2. Click View next to the form definition you want to export.
  3. Click the Form Definition button in the shortcut bar at the top of the View Form page.
    The JSON form definition file will be downloaded to your local machine.

Importing a form definition

To import an existing form definition that you previously exported:

  1. Choose Manage Cognidox > Settings & Configuration > Forms to display the Manage Forms page.
  2. Click Import Form.
  3. Browse to the saved JSON form definition file, select it, and click Import.

The form will be listed on the Manage Forms page.

There's information on this in the online help. See Exporting and importing forms.

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