How to copy form design from one instance to another?

Nowlearner · ‎01-25-2018

I have designed the incident form in one instance which looks good and i want it to export the same form view to the other instance, how can i do this? Any ideas?

Prateek kumar · ‎01-25-2018

We can try something like this

1. Navigate to sys_update_xml.LIST from the filter navigator.

2.Locate your record(in your case form layout), open it and from the related links click show related record and export the XML

3. From filter navigator, navigate to System UI> Form Sections

4. right click on the column header and click on Import XML

Please mark my response as correct and helpful if it helped solved your question.
-Thanks

View solution in original post

Shishir Srivast · ‎01-25-2018

you can capture the details in update set and then take to another instance.

You may refer: Update set transfers

Update set use

Carl Fransen1 · ‎01-25-2018

HI Nikitha,

Your changes should already be included in the 'Update Set' called 'default'. This will allow you to grab the change and load to your other instance.

Additionally you could open the form, select the hamburger icon and select 'export>XML' so you have the individual XML for the form and then load XML in your instance.

Nowlearner · ‎01-25-2018

I know the update set thing, but i want to update this thing via xml. I see the hamburger icon to export but i dont see import xml option to import this thing

Prateek kumar · ‎01-25-2018

Make sure you update the state of the update set to complete. Once the update set state is set to complete, you will be able to see the export to xml option in the related links section

Please mark my response as correct and helpful if it helped solved your question.
-Thanks