How To Copy Nintex Forms In Sharepoint 2013 To Another

Copying Nintex forms in SharePoint 2013 to another location can be done by exporting the form as a .nfp or .xml file and then importing it into the desired location. This process is particularly useful for creating backups or transferring forms between servers or SharePoint lists. However, it’s important to keep in mind that classic and responsive forms can only be imported into their respective designers. Additionally, it’s crucial to note that when importing a form, it will overwrite any existing form design.

Exporting Nintex Forms in SharePoint 2013

To copy Nintex forms in SharePoint 2013 to another location, you need to first export the form as a .nfp or .xml file. This process allows you to create backups or transfer forms to different locations for convenience. Let’s take a closer look at how you can export Nintex forms in SharePoint 2013.

Exporting a Nintex form is a straightforward process that can be performed within the SharePoint interface. Simply navigate to the desired form library or list, and select the form you want to export. Next, click on the “Library” or “List” tab in the ribbon, and then click on the “Forms” button.

In the “Forms” dropdown menu, you will see the option to “Export to Nintex Forms XML”. Click on this option, and SharePoint will prompt you to save the exported file as a .nfp or .xml format. Choose the desired format and provide a name for the exported file. Finally, click “Save” to complete the export process.

It is important to note that the exported form can be used to import the form into another SharePoint site, server, or list. However, be aware that when you import a form, it will overwrite any existing form design in the target location. This means that any changes or customizations made to the target form will be lost. Therefore, it is recommended to proceed with caution and ensure you have a backup of the target form before performing the import process.

Summary:

To copy Nintex forms in SharePoint 2013 to another location, you need to first export the form as a .nfp or .xml file. This can be done by selecting the desired form, clicking on the “Forms” button in the ribbon, and choosing the “Export to Nintex Forms XML” option. When importing the exported form, keep in mind that it will overwrite any existing form design in the target location. Therefore, it is advisable to have a backup of the target form before proceeding with the import process.

Key Points:
Export Nintex forms in SharePoint 2013 as .nfp or .xml files.
Choose the desired format and provide a name for the exported file.
Importing a form will overwrite any existing form design in the target location.
Ensure to have a backup of the target form before performing the import process.

Importing Nintex Forms in SharePoint 2013

After exporting the Nintex form as a .nfp or .xml file, the next step is to import it into the desired location in SharePoint 2013. This process allows you to transfer forms between servers or SharePoint lists, ensuring that your forms are easily accessible and backed up.

When importing a Nintex form, it’s important to be aware that classic and responsive forms can only be imported into their respective designers. This means that you will need to import classic forms into the classic form designer and responsive forms into the responsive form designer. This ensures compatibility and maintains the integrity of the form’s design.

It’s crucial to note that when importing a form, it will overwrite any existing form design in the destination location. Therefore, it’s important to ensure that you have a backup of the form or are fully aware of the potential changes that will occur. This will help you avoid any unexpected modifications to your form designs.

Summary:

Step Action
1. Export the Nintex form as a .nfp or .xml file.
2. Open the desired location in SharePoint 2013 where you want to import the form.
3. Access the appropriate form designer (classic or responsive) for the type of form you exported.
4. Import the exported form file into the form designer.
5. Review the imported form design and ensure that it meets your requirements.
6. Save the imported form in the desired location.

By following these steps, you can successfully import Nintex forms in SharePoint 2013, allowing you to easily copy and transfer forms between servers or SharePoint lists without losing any important data or design elements.

Best Practices for Copying Nintex Forms in SharePoint 2013

To ensure a smooth and successful copying process of Nintex forms in SharePoint 2013, it is essential to follow some best practices and consider important factors such as form backup and server transfer. Copying forms between locations or servers can be a crucial task in maintaining data integrity and preserving form designs. Here are some key practices to keep in mind:

1. Form Backup:

Prior to copying Nintex forms, it is recommended to create backups of the original forms. This ensures that in case of any unforeseen issues or data loss during the copying process, you can easily restore the forms to their previous state. Make sure to retain a backup copy of the form files, either as .nfp or .xml files, before proceeding with any copying operations.

2. Server Transfer:

If you are transferring Nintex forms between servers, it is important to consider the compatibility of the target server. Ensure that the destination server has the necessary Nintex forms capabilities and is configured properly to support the forms being copied. Additionally, verify that all required dependencies, such as custom workflows or data connections, are available and functional on the destination server.

3. Overwrite Caution:

When importing Nintex forms into a new location or server, be aware that the import process will overwrite any existing form design. This means that any modifications made to the form layout, rules, or customization in the target location will be lost. It is crucial to review and plan the import process carefully to avoid unintended loss of form customization or data.

4. Consider Classic and Responsive Forms:

It is important to note that while the copying process works well for most Nintex forms, there are limitations when it comes to classic and responsive forms. These forms can only be imported into their respective designers, and they may not be fully compatible with all SharePoint environments. Make sure to test the compatibility and functionality of these forms in the target location before proceeding with any critical operations.

By following these best practices, Nintex form copying in SharePoint 2013 can be executed smoothly and efficiently, ensuring the preservation of form designs and data integrity. Remember to always have a backup of the original form files, consider the compatibility of the destination server, exercise caution when overwriting existing designs, and test the compatibility of classic and responsive forms in the target location. With these practices in place, you can confidently copy Nintex forms without the fear of losing crucial data or compromising the functionality of your forms.

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