Transfer Collect Form Templates Between Databases

<< Click to Display Table of Contents >>

Navigation:  Collect > Collect Enterprise > Template Designer Page >

Transfer Collect Form Templates Between Databases

This article provides the steps to download a template and upload it to another database with Collect Enterprise.

 

1.On the Template Designer page, click on the Preview Col-Preview-Icon button for the template to be downloaded.

Col-Form-Template-Preview

2.The Form Templates Preview window will open. Click the Download button to download the form as a zip file (e.g., [Form Template Name].zip). Save the file to the desired directory. Unblock the file (see Unblock Downloaded Files article).

Col-Form-Template-Preview-Download

3.Log in to a different database and choose a Collect dashboard.

4.On the Template Designer page, click the New Form Template button.

5.Select Upload Form Template.

6.Browse to the zip file downloaded in Step 2 and click the Upload button.

 

 

Note: Form Templates can also be downloaded from the EarthSoft Community Center (ECC) EQuIS Collect Form Library. More information can be found in the EQuIS Form Library article.