Save, export, and import forms

The header Menu (hamburger) groups file operations: save to storage, download a single JSON, bulk ZIP export/import, and Clear to wipe the canvas.

For a short overview, see also Export and share your form.

Open the menu

  1. Click the Menu button (hamburger) in the header.
  2. Review items. The exact list depends on your deployment (storage, schema export, etc.).

Save and Save as

ItemUse when
SaveYou want to keep the current form in storage
Save as…You need a copy under a new name

The save shortcut is Ctrl+S on Windows/Linux or +S on macOS when focus is on the page background.

Header menu open with Save highlighted.Header menu open with Save highlighted. Header menu open with Save as highlighted.Header menu open with Save as highlighted.

If save fails, check the browser console. Your administrator may need to fix storage configuration.

Download and Upload (single form)

ItemUse when
DownloadYou need one .json file for the active form
UploadYou are replacing or loading one form from a file
Header menu open with Download highlighted.Header menu open with Download highlighted. Header menu open with Upload highlighted.Header menu open with Upload highlighted.

Export forms and Import forms (bulk)

These commands are available only when form storage is enabled.

ItemUse when
Export formsYou need a ZIP of all stored forms
Import formsYou are restoring or transferring a ZIP from another environment
Header menu open with Export forms highlighted.Header menu open with Export forms highlighted. Header menu open with Import forms highlighted.Header menu open with Import forms highlighted.

After import, open Forms or reload and run the testing checklist.

Clear

Header menu open with Clear highlighted.Header menu open with Clear highlighted.

Clear removes every component from the active form. Use only when you intend to start over. Export first if the form has work you might need later.

Add a new form (menu)

Header menu open with Add a new form highlighted.Header menu open with Add a new form highlighted.

Add a new form creates another empty form when storage is enabled. It is equivalent to Add a new form on the Forms tab.

Summary

Use Save / Save as… for stored forms, Download / Upload for one JSON file, and Export forms / Import forms for bulk ZIP transfers. Clear removes the canvas contents, so export before using it.

See also