Import / Export a Custom Form

This article includes separate instructions for how to export or import an AV custom form installer. Click the link below for the instructions you want.

Export a Custom Form

1. Find the form to export

  1. Navigate to Administration -> Custom Forms.
  2. Click Show All to see the list of forms.
  3. Highlight the form you want to export.
  4. Use the Action Menu -> Export selected Custom Forms.
  • The Report Name here in the Custom Form window is the same name that you see when you print from the list of reports.
  • If you need to export multiple forms at once, you can select them all by holding down the Command key (macOS) or Control key (Windows) and then clicking each form you want to include.
Custom Forms - list view (export)

2. Confirmation dialog

Select Yes at the following prompt.

Export custom forms?

3. Choose the save location

A "save as" dialog will open to allow you to select the location to save the file.

  • All custom form installers will have the file extension AVF.
  • If you're exporting only a single form, the filename will be the same as Report Name.
  • If you're exporting multiple forms, the filename will be AV Custom Forms - multiple.
  • It is usually not necessary to change the filename, but this is where you would change it if you need to.
Save as dialog

4. Success!

When you see this message, you'll know that you successfully saved the file.

If you're exporting the file for AV support purposes, you can navigate to your save location to find the AVF file when you attach the file to the support ticket.

Success!
Import a Custom Form

1. Open the Custom Form window

  1. Navigate to Administration -> Custom Forms.
  2. Use the Action Menu -> Import Custom Form.
  3. A dialog will open for you to select the custom form installer (see next step).
Custom Forms - list view (import)

2. Select the custom form to import

Navigate to the folder where you saved the AVF file. Highlight the file and then click Open.

Select a file dialog

3. Success!

After the custom form installer has been imported, the system will display the form.

  • If there were multiple custom forms included in the AVF file that was imported, they will all be installed but the system will only display the last one.
  • If a custom form with the same Report Name already exists in the database, the old form will be overwritten with the new version.
Custom Forms - list view (form imported successfully)