Environments

Environments contain the Home, Apps, Forms, Submissions, Data Manager, Approvals and Volunteer menus. The Advanced Tools, Developer Tools, Administration and Help & Support menus operate outside of environments. As you change from one environment to another in the platform you will see your Apps, Forms and submissions all change depending on the environment you are in. 

How to use Environments

Environments are used to assist with the development process for your forms and apps by allowing you to create development, testing, and production environments. This then allows you to migrate your forms and app changes from one environment to another as you develop and test them.

Team Members can be restricted to specific Environments for more on that check out this article. 

Creating an Environment

By default, your account has one environment — this is your Production environment. 

To create another environment:

1. Open the Advanced Tools menu and click on the Environments menu
2. Click the Create New Environment button
3. Enter a name and description
4. Add your app URL suffix, this will automatically be filled in based on the name of the environment.
5. Click Save

Cloning an Environment

1. Open the Advanced Tools menu and click on the Environments menu
2. Click the Clone option in an existing environment
3. Enter the name and description
4. The app URL suffix
5. Select the features you would like to be cloned into your new environment
   1. Option Sets
   2. Lookups
   3. Form Submission Events
   4. Form Submission (and Info Page "Done") Redirect URLs
6. Click Save

Moving between Environments

After creating a second environment, a dropdown will appear in the side menu. This will tell you what environment you are currently in and will also let you move between environments.

Migrating Forms and Info pages between Environments

To move individual forms and info pages to another environment:

1. Navigate to the Forms menu in the console
2. Select the 3 dot menu on the form that you want to migrate
3. Click "Migrate to Environment"
4. Select the environment that you want the form to migrate to
5. Now you have 2 options:
   1. Select an existing form to overwrite
   2. Create a new form when migrating
6. Select the appropriate migration options
   1. Form Elements
   2. Submission Events
7. Click Save

Note: A migrated form will be the exact same as the original form, meaning that lookups, workflow events, redirect urls ect may need to be updated to reflect the environment it has been migrated to. 

Getting Help

If you need any assistance with Environments please reach out through the Report Issue menu or email [email protected].