Environments

Environments contain the Home, Apps, Forms, Submissions, Data Viewer, Data Manager, Approvals and Scheduled Tasks menus. The Advanced Tools, Developer Tools, Administration and Help & Support menus operate outside of environments. As you change from one environment to another in the platform you will see your Apps, Forms and submissions all change depending on the environment you are in. 

TABLE OF CONTENTS

• How to use Environments
• Creating an Environment
• Environment Configuration
  • Settings
  • Appearance
  • Developer Tools
• Cloning an Environment
• Changing Environments
• Migrating Forms

How to use Environments

Environments are used to assist with the development process for your forms and apps by allowing you to create development, testing, and production environments. This then allows you to migrate your forms and app changes from one environment to another as you develop and test them.

Team Members can be restricted to specific Environments for more on that check out this article. 

Creating an Environment

By default, your account has one environment this is your Production environment. 

To create another environment:

Step 1: Open the Advanced Tools menu and click on the Environments menu

Step 2: Click the plus (+) button

Step 3: Enter an environment details 

• Name: The name of the environment as it will be shown in the platform.
• Description: An informative description for your environment.
• App's URL Suffix: This is the suffix that will be used for all of the apps in this environment for example "test"
• Notification Email Address: This is the email address that will be notified if there are any issues in the environment.

Environment Configuration

Environments have several configurations that are duplicated at the app level. These configurations being at the environment level allow for the forms to be configured and styled without the need for an app. Please note that the app configuration will overwrite or append to any of the corresponding environment configurations. 

Settings

Standard Settings

Give your app a description to help others understand the purpose of your app.

Notifications

If an issue occurs with a submission on this environment the notification email address will be notified of the issue. The email address is prepopulated with the Team Member who created the environment, but any email address can be added as a Notification email address. The Notification email address is required and will need to have at least 1 email address to Save the app.

The environment notification email addresses can be replaced or appended to in the app settings tab. 

Email Sending

The email sending address allow you to change the sending email address for any out-of-the-box emails that are sent using your app in the environment. For example, Email + PDF workflow events can be sent from your email (support@company.com) instead of the default OneBlink email address (forms-noreply@oneblink.io).

When configuring an email address, a verification email will be sent to the configured email address. You will need to access the email inbox, open the verification email and click the link. These links last 24 hours, if the link has expired you can resend the verification email. Once the link has been clicked, thereby verifying the email address, any new emails sent from the app will be sent using your new sending email address. 

The environment email sending address is used for all apps in the environment, this email can be overwritten by configuring a different email sending address in your app.

Appearance

The appearance tab allows you to customise the appearance of the apps and forms within the environment. These appearance options are automatically inherited by all forms and apps. If you would like your app to have difference appearance configurations you can overwrite all of these configurations by updating the configurations on the Builder screen of an App.

App Banner Image

Allows you to add a custom banner to all of the apps in your environment. 

Colour Theme

Allows you to customise the colour pallet to match your business colour scheme.

Buttons

Gives you control over the various buttons, and their colour and icons.

Developer Tools

Advanced Styling

Advanced Stling is where you can style and customise your apps using custom CSS. For more on styling, check out this article.

ReCAPTCHA

Enabling this allows you to use your own reCAPTCHA key sourced from your own Google account. More information can be found here.

Google Maps Key

When using the new Google Address element you are required to enable the Google Address key within the app, you can do so by enabling the maps key in this section. More information can be found here.

Cloning an Environment

Step 1: Open the Advanced Tools menu and click on the Environments menu

Step 2: Click the Clone option in an existing environment

Step 3: Enter the Environment details

Step 4: Select the features you would like to be cloned into your new environment and click save

• Lists
• Lookups
• Form Submission Events
• Form Approval Steps
• Form Submission & Cancel Redirect URLs
• Form Validation
• Form Personalisation
• Form Receipt Generation
• Form Custom CSS Classes
• Form Display After Submission
• Form Submission Title
• Form Tags
• Scheduled Tasks

Changing Environments

After creating a second environment, a dropdown will appear in the side menu. This will tell you what environment you are currently in and will also let you move between environments.

Migrating Forms

Step 1: Navigate to the Forms list

Step 2: Select the 3 dot menu on the form that you want to migrate and Click "Migrate to Environment"

Step 3: Select the environment that you want the form to migrate to and choose a target form. If a form with the same name exists in the target environment then that will automatically be added as the target form.

Step 4: Choose the Migration options, these are the items that will be migrated to the new environment.

Getting Help

If you need any assistance with Environments please reach out through the Report Issue menu or email support@oneblink.io.