Form Packaging
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Packaging a Responsive Form
Packaging metadata like ItemTypes and Forms is an important part of managing an Aras Innovator instance. The Responsive Form Designer has a dedicated feature to simplify packaging. The following steps outline the process of adding a Responsive Form to a package in a few scenarios.
The Form has already been packaged in Responsive Mode
No action is required if the Form has already been added to a package from Responsive Mode. All data related to the Responsive Form definition has been added to the package definition. The Export Utility will export the current configuration, even if you’ve updated the Form since it was packaged.
The Form has been packaged in Classic Mode but not Responsive Mode
In some cases, a Responsive Form may have been previously packaged as a Classic Form. In this case, the administrator needs to execute a one-time update to ensure the package definition contains all the necessary metadata for the Form’s responsive design.
The following steps outline the process of updating a package definition containing a Classic Form that was converted to a Responsive Form:
Click on the More icon.
Select Update Package Definition.
The Form has never been packaged
- Open the Form in the Responsive Form Designer.
- Make sure the Form is saved and the designer is in view mode – there will be an Edit button in the toolbar instead of the Save and Done buttons.
Click on the More icon.
Select Add to Package Definition.
The Add selected item(s) to a package dialog box appears.
In the Select Package dropdown, either select the existing required package or create a new package.
Click Ok.
Now the Form item and the necessary related data will be included next time the specified package is exported.