PLEASE NOTE: These forums are no longer utilized and are provided as an archive for informational purposes only. All support issues will be handled via email using our support ticket system. For more detailed information on this change, please see this blog post.

Merge Multiple Forms

  1. What would be the best way to merge multiple forms into one?

    Posted 11 years ago on Thursday February 21, 2013 | Permalink
  2. Entries as well.

    Posted 11 years ago on Thursday February 21, 2013 | Permalink
  3. David Peralty

    There isn't any way to merge entries, but you can export both of the forms and work to merge them manually using a text editor.

    Posted 11 years ago on Thursday February 21, 2013 | Permalink
  4. OK. I exported all of the forms I wanted to merge together and it created one .xml file with all of them in a single file.

    Is that the file I would need to import? And what parts should I edit?

    When I import back in to my site, how should I name the file so it doesn't mess with current forms?

    Thanks.

    Posted 11 years ago on Thursday February 21, 2013 | Permalink
  5. David Peralty

    If you aren't sure how to do this, then you shouldn't do it, and instead should use our form builder to build out one new form with all the fields you need.

    Posted 11 years ago on Thursday February 21, 2013 | Permalink
  6. David Peralty

    Sorry if my answer came off short, but it really is something that someone should only undertake if they have a solid understanding of XML. I don't want to lead you down a path of greater frustration by having you undertake such a complex edit of our export files. We don't currently support merging forms because it isn't a feature we have. Again, I would highly recommend using our form builder instead.

    Posted 11 years ago on Thursday February 21, 2013 | Permalink
  7. I have the skill-set. I only exported the file last night and didn't get to look at it too closely yet. I was just looking for some insight before I started to edit it, that's all.

    The forms I want to merge are pretty large, so I was looking to save some time.

    Thanks.

    Posted 11 years ago on Thursday February 21, 2013 | Permalink
  8. David Peralty

    So you'll want to check the header area of whatever file is going to be the import file, and change the name and whatnot. Beyond that, you'll want to copy the field data from each form into the parent file, in the same depth as the field data in the parent file. If you import two forms with the same name, Gravity Forms is smart enough to not override it. It isn't an exact science unfortunately.

    Posted 11 years ago on Thursday February 21, 2013 | Permalink
  9. Perfect. Thanks again. I'll let you know how it goes.

    Posted 11 years ago on Thursday February 21, 2013 | Permalink
  10. Well, that was fairly easy. I merged 5 separate forms into one successfully.

    I just copied the child elements into the parent in the order I wanted. The time consuming part was renumbering all of the field ids and input ids. If you don't, there will be duplicate ids which will cause problems.

    I found that using the form builder to reset all of the conditional values was easier than trying to change in the XML code. Still working on that part now.

    Posted 11 years ago on Friday February 22, 2013 | Permalink