Reusing Form Actions

You can reuse a form action by exporting it to an .xml file and importing it into any other form. This is useful when you have multiple forms for which a single action is relevant or for limiting the amount of rework across multiple applications and process apps.

You can also copy a form action from a form in the same process app or in a referenced application and paste it into the open application.

To export and import a form action:

Navigate to the form in the source application, and then select the Actions tab.
Right-click the action in the source form, and then select Export. To export all of the form's actions, select Export all.
In the Save As dialog box, navigate to the directory where you want to save the exported file, and click Save.
Navigate to the target form in any application. The Actions tab should be automatically selected.
Right-click on the actions tab, and then select Import.
In the Import Form Actions dialog box, navigate to the file you exported and click Open.
SBM Composer attempts to resolve references to fields, controls, images, or rules. If references cannot be resolved, the action is disabled and you need to manually repair it.

To copy a form action:

Navigate to the form in the source application, and then select the Actions tab.
Right-click the action in the source form, and then select Copy.
Navigate to the target form. The Actions tab should be automatically selected.
Right-click on the actions list, and then select Paste.
SBM Composer attempts to resolve references to fields, controls, images, or rules. If references cannot be resolved, the action is disabled and you need to manually repair it.