How Do I Deploy a Form?

How Do I Deploy a Custom Form?

This article provides the steps required to deploy a Custom Form into your system. 

For more details on this procedure, refer to the How to Deploy a Custom Form article.

Note: The Deploy function is account specific. If you do not see the Deploy or Save and Deploy button(s) on the Define Templates page, please contact FormLink for more information on deploying your forms.

1. Select Deploy or Save & Deploy (dependent upon if changes to the template have been saved) on the Define Templates page).

2. Select an Assembly Type.

Note: You can also select the Add a New Assembly Type option to add a new Assembly Type.

3. If the selected Assembly Type is included in an Account, The Default Frequencies for the Assembly will be available using the Load Default Frequencies button.

Note: If there are no Default Frequencies established for an Account, the Default Frequencies button for that Account will not be enabled and the label will read No Default Frequencies

4. Select the Load Default Frequencies button for the selected Assembly.

5. Select the Account(s) in which to deploy the form.

Note: You can also use the Select All checkbox to deploy the form to all Accounts

Note: The Filter option allows you to filter Accounts by name.

6. Select the Deploy button.

7. The form is deployed to the selected Account(s).

Note: If you select more than one Account when you deploy the form, any Default Frequencies will be transferred to all selected Accounts. For Example,  If you select both Accounts above and then deploy the form, the TVWD Test Account will then include the Default Frequencies from the Fire & Life Safety Inc. Account the next time the form is accessed.

Refer to FormLink Best Practices for other helpful information regarding your FormLink software.