Umbraco Forms on Cloud

    In this article you can learn about how Umbraco Forms is handled on Umbraco Cloud and read about the workflow and best practices.

    Umbraco Forms is a package that is included with your Umbraco Cloud project. It gives you a nice integrated UI, where you can create forms for your website. The package is built specifically for Umbraco and is maintained by Umbraco HQ.

    Read more about the product in the Umbraco Forms section.

    How are forms handled on Cloud?

    Forms are handled like content and media. This means that you can transfer your forms between environments, using the same workflow you use for content and media.

    Entries submitted are not transferred to the next environment, as they are environment specific. If you need to move entries from one environment to another, you need to run an export/import script on the databases.

    You can work with forms on the environment of your choice.

    When you need to test or use your forms on another environment you can:

    • Transfer the forms to the next environment using Queue for transfer or
    • Restore the forms on an environment lower in the workflow

    For more information on how to handle content transfer/restores on Umbraco Cloud, checkout the following articles:

    Did you create your Cloud project before June 18th 2019?

    Then your forms data is handled as metadata. When you create a form, a UDA file will be generated. This UDA file contains all the metadata from the form and is very similar to the JSON file that is also generated when you create a new form (found in App_Data\UmbracoForms\Data\forms).

    This means that your forms will be deployed along with the rest of your metadata and structure files, e.g. Document Types, Templates and stylesheets.

    We strongly recommend that you work with the forms on your local or Development environment, following the left-to-right deployment model.

    You can configure your project to handle forms data as content by following these steps:

    1. Make sure your forms are in sync between all your Cloud environments
    2. Clone down the project to your local machine
    3. Find and open Config\UmbracoDeploy.settings.config
    4. Update the transferFormsAsContent value to true
      <?xml version="1.0" encoding="utf-8"?>
      <settings xmlns="urn:umbracodeploy-settings">
         <forms transferFormsAsContent="true" />
      </settings>
      
    5. Remove all existing data\revision\forms-form__*.uda files, so it's not possible to accidentally revert back to this state (removing UDA files won't remove the actual form on deploy)
    6. Push the change back to the Cloud environment
      • If you have more than 1 Cloud environment, make sure to deploy the change through to all of them
    7. You are now able to queue your forms for transfer between the Cloud environments, like content and media

    Do you want to test this new setting you've configured?

    Make a change to a form on your Live environment, and then use the Restore option in the Forms section on another environment.

    You will see that the changes you made on Live, are now reflected on the current environment.

    Upgrades

    Umbraco Forms is part of the auto-upgrades on Umbraco Cloud. Whenever a new patch is ready for release, we will automatically apply it to your Cloud project. There will be a message in the Umbraco Cloud Portal at least 5 days before we roll out new versions.

    To avoid that the auto-upgrades overwrite any of your custom settings, we strongly encourage that you use config transforms when you need custom configuration, and Themes when you need to customize your forms.

    Common issues with Umbraco Forms on Cloud

    The Forms tree is missing

    Some times you might experience that you loose the tree in the Forms section in the backoffice after a deployment.

    Missing tree from Forms section

    In order to get the tree back, all you need to do is restart the environment from the Umbraco Cloud Portal.