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Importing and Exporting Mobile Form Definitions

Updated over 2 months ago

Coins ERP+ provides procedures for importing and exporting mobile form definitions (for example, to allow you to transfer definitions from a test environment to a live environment).

To export document definitions:

  1. Go to Export Form Definitions.

  2. In the Mobile Forms field, enter the code for the form definition you want to export. You can use the lookup to select it.

  3. Click Next (Next Icon).

    Coins ERP+ displays the definition data in the Mobile Form Data field.

    Export Mobile Forms Screen

  4. Select all the text in the field (click in the field and press Ctrl+A).

  5. Copy the selected text and paste it into a file or an email message.

You can then import this data in a different environment.

To import document definitions:

  1. Go to Import Mobile Forms.

  2. Paste the text from the file or email into the Mobile Form Data field.

  3. Click Save (Save Icon).

    The imported data definitions will now be available in Mobile Forms.

    If a Document Designer print form is referenced in a mobile form, the document needs to be imported before you can import the mobile form.

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