Using the Oncourse Forms tool, how do I export or import a form?

The following instructions apply to XML schema definition (XSD) files, which define forms for use in portfolio tools such as Matrices and Wizards. Typically, site coordinators perform the actions described below.

If you own more than one site, you may want to use the same form in two or more sites. To do so, you may either recreate the form from the .xsd file in Resources, or export the form to your desktop as a compressed file and then import it to the other site(s) where you plan to use it. Exported forms are saved as .zip archives.

Exporting a form

1. In the menubar of the portfolio site with the form you want to export, click Forms.
   
   
2. On the Manage Forms page, click Export below the name of the form you want to export.
   
   
3. Your browser will prompt you to open or save the file. Save the file to a local storage device. The exported form will have a .zip extension.

Importing a form

1. In the menubar of the portfolio site to which you want to import the form, click Forms.
   
   
2. At the top of the Manage Forms page, click Import.
   
   
3. Click Select File.
   
   
4. On the Add Attachments page, you can:
   
   
   • Select the exported form (a .zip archive) if it has already been uploaded to a Resources folder. Click Select next to the file if it is in the current site, or click Show other sites to navigate to the site containing the .zip file you wish to add, and then click Select.
     
     
   • Upload the exported form (a .zip archive) if it is not already in Resources. From the Add menu next to the appropriate folder, choose Upload Files. Click Browse to navigate to the appropriate file on your local computer, and select it. Then click Upload Files Now.
   
   
5. At the bottom of the Add Attachment page, click Continue.
   
   
6. Click Import.

After completing the steps above, you will return to the Manage Forms page, where the imported form will be listed. The form will have the same name and instructions as it had on its original site; you may edit the title and instructions, or publish it as is. See Editing form names or instructions and Publishing a portfolio form.

Comments/Questions/Corrections