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Deployment Forms, Form Conditions, Fields, and Macros

Related products:Admin center
  • January 24, 2024
  • 3 replies
  • 4 views

Hannah12

Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)

I would like to be able to deploy forms, form conditions, fields, and macros that are created in the Sandbox environment. This feature is currently affecting my admins because they are building forms in Sandbox to review and test, but are then having to duplicate in Live. 

What problem do you see this solving? (1-2 sentences) 

Duplication of work! If it's built in Sandbox, and deployment is available for something complex like triggers and automations, it should be available for Forms, Form Conditions, and Fields!

When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)

This problem is encountered frequently. 2-3 times a month. It impacts our agents by bogging down their workload with duplication of work. We want to have a sandbox so we can test new and updated forms, form conditions and fields. 

Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)

I think the answer would be yes; they are downloading the sandbox field CSV field values and just re-creating in Live.

What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)

I would like to have the option to choose what deployment I would like to complete: Form, Form Conditions, Fields, Macros, Triggers, or Automations. 


3 replies

Sydney11
  • January 24, 2024

+1 absolutely need this feature - I would add in the requirement that you should be able to copy over the UPDATES, not just new forms.

And if you could schedule when those updates went live. It would cut down on the manual effort for day of launches


Shawna James
  • Community Manager
  • January 25, 2024
Hey Hannah, thank you for taking the time to provide us with your feedback. This clarity and detail is super helpful. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!

Eric75
  • June 20, 2024

+999999
Please do. I find that the usefulness of the sandbox is limited without the ability to deploy forms and other configurations.