Depending on your account settings this page may or may not be available to you. The Forms import capability must be enabled by an e-Builder Support team member. For more information please contact your account manager.
You are taken through a three step wizard when importing forms. A description of each page is below.
For detailed steps or to view a sample import file, see Import Forms.
Step 1 of 3
- Project Identifier: Select a Project Identifier. This is a unique ID that will identify which project the form import is for. Project identifiers are entered into e-Builder as required project custom fields. For multiple options, the Do not allow duplicates check box must be selected on the Edit Custom Fields page.
- Project: Select a project to be used as a template project. Choose a project that includes the form type that you are importing. The import file can include multiple projects. The field below (Form Type) will update with the form types available for the selected project.
- Form Type: Select the form type you wish to import.
- Import as Draft: Select to import the file as a draft.
- Send notification to held by users for open forms: Select to send a notification to users that currently have this form type in their court, letting them know that additional forms of the selected type are going to be added.
- Browse: Click to select the import file.
Step 2 of 3
This step maps the fields in your spreadsheet to the default form built-in fields in e-Builder. For each required and optional built-in field, click the drop-down arrow and select the corresponding field in the spreadsheet. If the column names in your spreadsheet are identical to the built-in fields, they will populate automatically.
Step 3 of 3
- Preview: Review the details of the import, whether it was successful or not. If there were errors, details are displayed on the Exceptions tab.
- Exceptions: Lists all errors, if any. Click the Export Exceptions button to export details to a spreadsheet.
- Warnings: Lists all warning messages, if any.