After reading this article, you will understand how to import and export form templates from one Salesforce org to another.
Before you get started
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Using the Form Template Builder, it's easy to create Form Templates in a Salesforce environment. However, sometimes form templates need to be moved between Salesforce orgs. In this case, you should consider using the Form Template Import and Export features that Youreka offers. These features are helpful and sometimes necessary because generally speaking, traditional methods of moving information between orgs do not work with Youreka.
Technically speaking, Youreka's Form Templates are data, as opposed to metadata. This means that you cannot use tools like changes sets to migrate templates between Salesforce environments. Instead, we must move the data associated with these templates. Youreka's import and export features are designed to move this data by compiling templates into JSON files, which allow you to transfer them to other environments. Below are explanations for both exporting and importing form templates.
Exporting Form Templates
To export a template, visit your desired Form Template in Salesforce. Click on the Gear icon in the top-right corner, and select Export Template. A JSON file will be downloaded through your browser to your computer. This is the file that you will need to import into the other Salesforce environment.
Importing Form Templates
To import a template, navigate to the tab called Form Template Import. This tab can be found in the Youreka Lightning App, or by searching for it in the App Launcher. Either drag a file to the area designated for uploading files, or select Upload and choose the file from your local hard drive. Finally, click Upload JSON file.
The importer will do its best to bring in all components from the JSON file. However, on the next screen, Youreka will identify any issues that are present during this process. Here are some example messages you might see:
Template images are not part of the import, you will need to pick images from your Gallery - This message will happen for any images that were present in the previous org. Those aren't brought over during the export/import process, so you will need to add these manually in the new org.
Question updated / Relationship XXXXX__c does not exist in this org on the Form object.- This message will happen for questions that were previously Field Linked to an object in the original org. If the new org doesn't have the same field linked object (as defined by the API field name of the lookup field on the Form object to said object), Youreka won't understand which object to link these questions to. Therefore, the import wizard will automatically convert these questions to text questions.
Cleared target for Discovery as the relationship XXXXX__c does not exist in this org. - this message will be shown when a lookup does not exist from the Discovery object to the object that was originally related to the Discovery being generated. So for example, if in the previous org, you had a Discovery being created by this Form Template, and the Discovery was supposed to be related to an object called Audit, the Audit object will need to exist in the new org and the Discovery object will need a lookup to that Audit object in order for the importer to successfully import. I
None of these messages will prevent you from importing the Form Template. They are just messages to alert you about potential changes made to the template during the import process. Ultimately, if you are satisfied with the results, select Save Form Template. If you'd prefer to make corrections and create the required objects and fields, you can leave this page, make those adjustments and re-import the template.
The final screen shows you the different Discovery Rules that were associated with the Form Template in the original org. On this screen, you can select whether you wish to keep those Discovery Rules, or skip importing them.
When you are finished, go to the Form Templates tab to see your recently imported Form Template record