Import the TM Form Version Zip File to Journey Manager
MaestroPreviously known as Transact Maestro. Journey Manager (JM)
Previously known as Transact Manager (TM). |
Form BuilderPlatform Developer | v5.1 & Higher
This feature is related to v5.1 and higher.
The TM Form Version zip file from Maestro is usually only used for import into lower environments (such as Test or UAT). When promoting a form to a higher environment this is done using an exported file from TM.
Once the TM Form Version is built and downloaded, to migrate a Maestro form to Journey Manager, you need to import the zip file into Journey Manager (TM). The easiest way to build the form and download the zip is to select Build and Download TM Form Version from the Build button in Maestro.
Now that you have built the form version and downloaded a zip file of the form, it is time to import the zip file into TM.
To import a TM Form Version into Journey Manager, follow these steps.
Log in to Journey Manager.
Select Forms > Forms.
Click Import Form Version.
Click Choose File > select the downloaded zip file of the TM Form Version and then click Upload.
Select the appropriate organization (if relevant) for the form from the dropdown menu. You will only see the Add to Organization dropdown menu if you have access to more than one organization.
Select Create a Form from the available options to display the New Form Code textbox. Journey Manager will automatically fill this textbox with a suggested name for the form. If you are unhappy with the suggested name, you can change it by selecting the 'New Form Code' textbox. The 'Form Code name' uniquely identifies the form across all the organizations in the current TM server environment. The 'Form Code Name' is an alphanumerical string that cannot include spaces. The screenshot below illustrates this option.
Click Proceed to Import -Clicking this button will display the options screen for the form. It is on this screen that you can select or unselect any options that you may want to override. Ensure that you select the option, 'Make Current Version', if you want to make the form that you are uploading the "current version" of the form (i.e. the form your form users will be completing).
Click Import - Note that If the Create a New Form option was selected during the import process, and there was a form naming conflict (ie a form with the same name already existing on the server), the form will be renamed, and a message will be displayed in the Detail Message tab.