Merge A Newer Form Template Version Into An Existing Form

In this guide, we will explain how to merge a newer version of a Formyoula form template into an existing form using the “Merge” feature available on the Formyoula Dashboard.

This feature allows you to compare an existing form with a newer exported template, review the detected field and connection changes, and select which changes you want to apply to the existing form.

When to Use This Feature:

This feature is particularly useful when you need to update an existing production form without replacing it with a new form.

For example, if you have made changes to a separate version of your production form, you can export the updated form template and merge it into the existing production form. This allows you to apply the selected changes directly to the production form while keeping the existing form in place.

Note: Before applying a merge, we recommend exporting the existing destination form template and keeping it as a backup.

1. Open the Merge Feature From the Formyoula Dashboard:

  • Log in to your Formyoula Dashboard.
  • Click the “Merge” button located at the top of the page.
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  • This will open the Form Template Merge interface.
  • This will display the following two options:
    1. Existing template to merge into
    2. Upload newer template version
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2. Select the Existing Destination Template And Upload the Newer Template Version:

  • Select the Existing Destination Template.
    • Under Existing template to merge into, open the dropdown menu.
    • Select the existing Formyoula template that you want to update.
    • This is the destination template. The selected changes from the uploaded JSON file will be applied to this template.
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  • Upload the Newer Template Version
    • Under Upload newer template version, click Choose a Formyoula template export.
    • Select the newer template’s exported .json file from your device.
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3. Compare the Templates:

  • Click “Compare Templates”.
  • This compares the existing destination template with the uploaded template version. When the comparison is complete, the Merge Review section will appear.
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4. Review the Field and Connection Changes:

  • Field changes are grouped by page so that they appear in the same order as they do in the form.
  • New fields: A field marked “NEW” exists in the uploaded template but does not exist in the destination template. When selected, the field will be added to the destination template.
  • Changed fields: A changed field exists in both template versions, but one or more of its settings are different. When selected, the uploaded version of the field will be applied to the destination template.
  • Deleted fields: A field marked DELETED exists in the destination template but is missing from the uploaded template. When selected, the field will be removed from the destination template.

Note: Review the displayed changes carefully before selecting the field.

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  • New connections: A connection marked “NEW” exists in the uploaded version but does not exist in the destination template. When selected, the connection and its selected mappings will be added to the destination template.
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5. Confirm That You Reviewed the Changes And Apply the Merge:

  • Scroll to the bottom of the Merge Review.
  • Select the checkbox “I reviewed the selected changes”.
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  • Click the “Apply selected merge” button.
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  • When the merge is completed successfully, a confirmation message will appear.
  • Click “Ok”.
  • It will display a message: “Merge Complete”.
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For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂