Importing smart forms

In Beeline Professional, administrators can configure Smart Forms to capture custom data that is unique to the workflows and business practices of a client.

Smart Forms use conditional logic and can be programmed to display at various times within a process to ensure that data is captured at the right moment.

As a Beeline Professional administrator, you can import smart forms from the implementation tenant.

Before you begin

  • You must have Beeline Professional administrator access to the implementation site and the site you’re setting up.

  • If the Smart Forms that you want to configure include any custom fields, set up the custom fields first. For more information, see Importing custom fields.

Steps

To import smart forms for your program, complete these steps from any supported browser.

  1. Log in to the Professional implementation tenant.

  2. From the left navigation, go to Settings  Tenant Configuration.

  3. On the Exports tab, select Smart Forms from the Export list, and then select Export Configuration. An exports.yml file is saved to the downloads folder on your device.

  4. In a separate window, log in to the Professional tenant you’re stting up.

  5. Go to Settings  Tenant Configuration.

  6. Select the Imports tab, select Import Configuration, and then select the exports.yml file you downloaded from the implementation tenant. Select Upload Configuration.

  7. Optional: To view the imported smart forms, go to Settings  Smart Forms.