By now, we hope you have heard of InfoReady’s powerful new Form Designer template, which has provided administrators with even more flexibility and ease of use in designing digital forms in the platform. The additional functionality has allowed admins to improve the configuration of existing competitions and provided the tools for admins to adopt InfoReady for use cases they had not previously considered.
One of the longstanding benefits of InfoReady is that administrators can quickly launch the next cycle of an opportunity by copying a past version or using a saved template. This functionality offers huge time savings and creates consistency in your digital forms over the years. Understandably, admins are not keen to give up these benefits by starting an opportunity “from scratch” with Form Designer, especially during the busy portions of the academic year. It is certainly a conundrum weighing A) the low hanging fruit of copying an existing opportunity to save time now, versus B) investing time to build a better process for the long term.
To those weighing this decision, we ask: Why not have the best of both worlds?
Now there's a way to more easily migrate your existing opportunities built in the General and Funding templates into Form Designer with the Migration Tool, which will automatically copy large chunks of your existing opportunities to a draft version in the Form Designer template with just a few button clicks.
If you choose to migrate to Form Designer, here's what will happen:
We know for many of you, especially those who have been InfoReady clients for several years, the Form Designer template is a big change. We hope this Migration Tool takes much of the work off your plate so you can focus on designing the most accurate and streamlined forms for your users.
This summer, we’re also hosting additional training webinars, all of which will feature the Form Designer template to continue to help with transitioning your current processes. Browse the events page and register here!