Exporting and Importing Incident Web Forms

Note: The Exporting and Importing Incident Web Forms feature is under Public Preview. Please contact OneTrust Support to request early access.

You can export a complete Incident web form as a JSON file and import into another of your tenants. This will help you to easily leverage existing web form configurations without having to reproduce the same web form from scratch.

You can only export a published Incident web form.

When you export a web form, the JSON file will include:

  • Web form settings and integrations

  • Form fields and field mappings

  • Styling

  • Attachment settings

  • All supported language translations

Attributes in the original tenant will be mapped matching attributes in the target tenant. If any attributes are missing from the new tenant they will be skipped, but the import will continue. If the imported JSON file is missing any values required to create a new web form, the import will not complete.

To export an incident web form

  1. On the Incident Management menu, select ​Setup > Web forms​​.​
  2. On the Web forms​ screen, select the ​Context​ menu of the web form you want to copy, and select ​Export​
    Export web form context menu showing the Export option
  3. When your file is ready to download you will receive a notification in the Alert Center. Select the download icon to initiate the download.
    The JSON file downloads to your device.Export web form modal showing download notification and options

To import an incident web form

  1. In the tenant you want to import the web form into within Incident Management, go to Setup > Web forms.
  2. On the Web forms screen, select the Context menu in the top right corner, and select the Import button.
    Import web form option in the Context menu on the Web forms screen
  3. On the Import web form modal, click the Select file button and select the JSON file you exported earlier.
    Import web form modal with Select file button
  4. Give the imported web form a unique name and select which organization you want to add it to.
  5. Click the Import button.
    Note: If any attributes contained in the original web form are not available in the target environment, that attribute will be skipped but the import will continue.
  6. Once the web form is successfully imported it will display on your Web forms screen. You can then manage the web form directly via the Web form customization screen. For more information, see Building an Incident Web Form.
    Note: You can also customize a web form to reflect your organization's branding standards and requirements. For more information, see ​Customizing an Incident Web Form​​.