Skip to main content

Through local PC

You can copy a file such as a form layout and an image managed on the icon_menu_resource.png Resource screen to another tenant through your local PC.

The procedure differs depending on the type of file to be copied.

Export/import

You can duplicate a form layout to another tenant by exporting it from the source and importing it to the destination. Resources used in form layouts (embedded forms, link-forms, image files, etc.) can also be exported/imported.

The hierarchy is maintained even when you export/import a form layout file.

For example, if you export "Detail.xml" in the "form/Document/Quotation" folder, the image file "other/Logo Image/logo.png" used in this form layout will also be exported. When you import the exported file, "Detail.xml" will be stored in the "form/Document/Quotation" folder, and "logo.png" will be stored in the "other/Logo Image" folder. If the folder does not exist at the import destination, a new one will be created.

illust_exportImport_202402.png
Example 1. Before starting work


If you already have the file on your local PC, start from step 5.

  1. Log in to the SVF Cloud Manager of the tenant that has the file to be copied.

  2. Click icon_menu_resource.png Resource.

  3. Select the target form layout or folder. You can select up to 1,000 files. The total file size limit for exporting at one time is 30MB.

  4. Click icon_subMenu_resource.png - Export Form Definition.

    Figure 1. For form layouts
    For form layouts


    Figure 2. For folders
    For folders


  5. If a general administrator exports resources, select the action to be taken for files with "Hide" access permission, then click the Export button.

    • On

      If the resources to be exported includes files with "Hide" access permissions, those files will be excluded from the export.

    • Off

      If the resources to be exported includes files with "Hide" access permissions, the export process will be interrupted and nothing will be output.

    resource_subMenu_formExport_generalManager.png

  6. Creation of the export file will begin.

    Reference

  7. If the export file is successfully created, a notification will appear on the Announcements screen - Background Processing tab. Click the link in the notification to download the export file in the ZIP format.

    notice_background_formExport.png

  8. Log in to the SVF Cloud Manager of the tenant to which you want to copy the file.

  9. Click icon_menu_resource.png Resource.

  10. Select the "form" folder and click icon_subMenu_resource.png - Import Form Definition.

    resource_folder_subMenu_formImport_202402.png

  11. Select the zip file on the selection screen to import it.

    Only ZIP files exported from the Resource screen can be imported.

    Caution

    Overwrite the form layout

    If the form layout with the same name already exists in the target layer, it will be overwritten.

    If the form layout to be overwritten is used by the SVF button, the new form layout is applied and the form design to be output is also updated.

  12. If a general administrator imports and the resources to be imported includes files in a folder to which the administrator does not have access permissions, a confirmation screen for the import is displayed. If you click Cancel, importing is interrupted and nothing is imported.

    resource_subMenu_formImport_generalManager.PNG

Click the OK button on the completion screen, and when the form layout appears in the hierarchy below the "form" folder, import is complete.

Download/upload

You can copy a form layout and an image file to another tenant by downloading and uploading them.

Example 2. Before starting work


If you already have the file on your local PC, start from step 4.

  1. Log in to the SVF Cloud Manager of the tenant that has the file to be copied.

  2. Click icon_menu_resource.png Resource.

  3. Select the target file or folder and click icon_subMenu_resource.png - Download (multiple files can be selected at a time). The total file size that can be downloaded at one time is up to 500MB.

    Figure 3. For files
    For files


    Figure 4. For folders
    For folders


    The file is downloaded.

    When you select a folder or multiple files, they will be compressed to a zip file and downloaded. Unzip it for later steps.

  4. Log in to the SVF Cloud Manager of the tenant to which you want to copy the file.

  5. Click icon_menu_resource.png Resource.

  6. Select a folder to upload the file.

    Click icon_subMenu_resource.png - Upload, and select and upload the file on the selection screen. You need to upload the files one by one.

    resource_file_subMenu_uploadForm_202402.png

    Caution

    Overwrite the file

    If a file with the same name exists in the folder, a confirmation screen for overwriting is displayed.

    If the form layout to be overwritten is used by the SVF button, the new form layout is applied and the form design to be output is also updated.

When the file is displayed in the list, uploading is complete.

Difference between export/import and download/upload

The differences between export/import and download/upload are as follows:

Reference

If you want to duplicate a large number of form layouts, we recommend export/import, which allows you to import them all at once using a ZIP file, without having to wait on screen for the process to complete.

The difference between exporting and downloading

Export

Download

File types

Form layouts

All files

What is included in form layout

Resources used in form layout

None (only form layout is downloaded)

The progress screen appears.

icon_circle.png

icon_cross.png

The difference between importing and uploading

Import

Upload

Store resources in any folder

icon_cross.png (Hierarchy is maintained when exporting)

icon_circle.png

Import multiple files

icon_circle.png (Import ZIP file)

icon_cross.png (Upload files one by one)

In this section: