Importing and Exporting Forms in Docomotion:
Docomotion provides the capability to export and import published Forms between Salesforce organizations, facilitating the seamless transfer of Form designs and configurations.
Exporting a Form:
Action: To export a published Form, follow these steps:
- In Salesforce > Docomotion, navigate to Forms and select the published Form for export.
- On the Form page, click Export.
- The “Save as” window opens. Choose the destination to save the zipped exported file and click Save.
- Monitor the export progress in the bar within the Export Form window.
- When completed, click OK to close the confirmation message.
The exported file is now ready for importing into a new destination organization.
Importing a Form:
Action: To import a Form into another Salesforce organization, both organizations must share similar Object definitions, including names and fields.
- In Salesforce > Docomotion, click Forms.
- In the Recent Forms area, click New to open the New Form page.
- Click Import.
- In the Open window, select the zipped file for import and click Open.
- The Import / Export window displays Source Package Information.
- Click IMPORT to proceed with the file import.
Conflict Resolution: If conflicts arise with existing entities in the destination organization, the Conflict Found window appears. Choose from the following options:
Overwrite: Update the destination organization’s data based on the data in the zip file. Note: Carefully consider the impact on Data Models and Word Templates.
Create New: Create a new entity based on the data in the zip file.
Link: Use existing destination data instead of the zip file content.