1. Administering Oracle Fusion Field Service
  2. Export and Import Forms

Export and Import Forms

You export the contents of a Form, so that you can import it and create a similar Form. You can use this feature especially when you want to transfer Forms between Oracle Fusion Field Service environments. The best practice is to import the configuration (properties, activity types, resource types, inventory types, user types, and so on) before you export or import a form.

Note: You can include the selected PDF generation option, along with an HTML template, in the exported file to be transferred to another environment. However, import will fail if the target environment lacks the required application for connecting to storage to upload PDFs.
  1. Click Configuration > Forms & Plugins.
  2. Click Export in the header.
  3. On the Export Forms or Plugins dialog box, select Export forms.
  4. Select the check boxes against the Forms that you want to export.
    A counter shows the total number of Forms available in the environment and the number you've selected.
  5. Click Export.
    The selected Forms are saved as a compressed file (.zip file) in your designated download folder. Within the .zip file, each Form is available as a .json file.
  6. To import a Form:
    1. Click Import and then click Forms.
    2. On the Import forms dialog box, drag-and-drop the .zip file that you've exported.
      The application validates the contents of the zip file and displays Errors, Warnings, or Notices. You can't proceed with the import if there are errors. You can still import Forms that show warnings and notices. However, you might have to update the configuration of such Forms later.
    3. Click the arrow next to the Form with an error or warning and review it.
      Some of the possible errors are:
      • The file isn'ta zip archive.
      • The archive content is incorrect, for example, the archive doesn't contain mandatory files, or the JSON structure for a Form is broken.
      • The file size is more than 32 MB. If there are any other restrictions applied by your organization, they take precedence. For example, if your VPN server doesn't allow you to send files that exceed 16 MB, the file you upload must be less than 16 MB.
      • The label of the Form is empty.
    4. Fix the errors, if any and repeat steps a, b, and c.
    5. Click Import.
      If your .zip file contains new Forms, they're created and existing Forms are replaced. When all the Forms are imported, a message informing the successful operation is displayed. All newly updated items are displayed at the top of the Forms and Plugins page, and their update dates are highlighted.