Export a form

  1. On the Home page, click Form Designer > Export Forms.

    The Export Forms page appears.

  2. Consume the required forms to export in the Forms box.

    Note You can only export the forms that are released.

  3. Ensure Yes is selected to export the following items:

    Header Form

    Exports the header form if any.

    Navigation

    Exports the associated navigation if any.

    Global Variables

    Exports the global variables associated with the form.

    Business Rules

    Exports the business rules used in the form.

    Security Tokens/ Security Roles/ Role Members

    Exports the security tokens associated with the form control. Ensure that Security Tokens is set to Yes in the general properties of the form.

  4. Click OK.
    A pop-up appears to confirm if you want to download the form.
  5. Click Yes to confirm.

    The Save As window appears.

  6. Select the location to save the file to and click Save.

    TotalAgility confirms that the forms are exported.

  7. Click OK.