Workflow: Enable the Web Form Designer

WFO 2024R1 (or later) introduces a new web-based Form Designer that replaces the existing desktop version. For new installations, after installing the 2024R1 update release, turn on the Web Form Designer feature flag. For existing customers, after installing the 2024R1 update release, migrate existing forms to new database tables, validate the forms, and then turn on the Web Form Designer feature flag.

Workflow 

1. Prepare for new privileges

   In preparation for the new privileges, before migrating existing forms and enabling the Web Form Designer feature flag, capture the existing Search For Any Form assignments in the Assignment Manager so that you can use this information to assign the new privileges to the relevant roles in User Management.

2. Migrate and validate existing forms

   The Web Form Designer generates forms in JSON format and stores the forms in new database tables. To use existing forms in the Web Form Designer, validate that the forms can be converted from XML to JSON format, and then migrate the forms to the new database tables.

3. Turn on the Web Form Designer feature flag

   Enable the Web Form Designer feature flag on the Application Servers.

4. Assign Search Any Form privileges

   After enabling the Web Form Designer, assign the new Search Any Evaluation Form and Search Any Assessment Form privileges to the relevant user roles.