Importing form content to rollover

When setting up a new cycle, several of the elements from the previous period are the same as the ones you need on the next. Instead of recreating the form from scratch, you can import the contents from a previous form. This saves precious time, prevents mistakes, and helps you test and launch forms much faster!

After creating the new form, go to "Content". You'll have two options to rollover from an existing one:

Importing from existing Forms

1. Select "Import", then click on "From existing form"

2. Pick the form you'd like to import from. You'll be able to recognize them by name, ID, or even date it was last modified. You can also easily click on the icon to get to the form itself and do one last check!

3. Click "Next" to import. Importing form content will overwrite anything you might've already created from scratch. 

Exporting and Importing a JSON file

Another option is to export the form contents you'd like to rollover, and import the resulting file into the new form. To do this:

1. Select "Export" on the form's content you'd like to rollover. It will be downloaded in your browser, and the file will look similar to this:

{
  "name": "Sample Form",
  "key": "sample_form",
  "description": "This is an example form schema used for demo purposes.",
  "sections": [
    {
      "type": "GeneralSection",
      "title": "Intro Section",
      "key": "intro",
      "questions": [
        {
          "question": "Do you consent to participate?",
          "requirement": "Required",
          "type": "SingleSelect",
          "options": [
            { "label": "Yes" },
            { "label": "No" }
          ],
          "key": "consent"
        },
        {
          "question": "Select your role",
          "type": "SingleSelect",
          "options": [
            { "label": "Student" },
            { "label": "Parent" }
          ],
          "key": "role_selection"
        },
        {
          "question": "Upload any relevant documents",
          "type": "FileUpload",
          "key": "document_upload"
        }
      ]
    },
  ]
} 

2. Go to the new form's content tab and select "Import", then click on "From file"

3. An operative system window will let you choose the file to import, select it and proceed to import.