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Can I clone forms from my clients live site to modify and use in test pages from same domain?Asked by Henri on September 28, 2015 at 10:53 AM
I have my clients login info for JotFormPro.
I desire to clone forms, set the JotFormPro properties to enable PayPal sandbox and test. I have create a test folder in the production website and copied all necessary files. I will add the "cloned" forms to the test pages.
Will this work without affecting their live site?
You can easily clone the forms of a website by following this guide: http://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL. However, that is still depending on the settings of your clients if they have allowed cloning of their forms by other users, it is best to contact them directly. Please note that cloning forms means it will copy the target form and add it to your account, it won't affect the original form.
You can also ask them to share their forms to you by making you a sub account user, here's a guide that they need to follow: http://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User.
I hope that helps.
Let me ask the question a different way.
Even though your support has said that no testing is necessary for SHA-256 compliance, my client still wants to test.
So I need to test the forms on my clients website in the PayPal sandbox and I have all access to JotForm, PayPal, and my clients website.
My plan is logging into JotFormPro.com using my clients login info and cloning the forms they currently use (setting the properties to enable PayPal Sandbox) and then modifying their production pages (in a test area of their website) and use their modified pages with the "cloned" JotForm forms to run the tests using the PayPal sandbox accounts.
Does that work or is there a better way to run the test?
Sorry to be a pain but I don't currently use JotForm and need to get this test done in the most efficient manner possible. I do plan to use JotForm in the future!
No worries, we are here to help, regarding your concern, that is possible.
1. First, log in to your clients account.
2. You can make a clone of the form by following this guide: http://www.jotform.com/help/27-How-to-clone-an-existing-form-from-your-account.
3. It will directly clone the form from the account of your user. Navigate back to "My Forms" section, the name of the cloned form will be something like "Clone of...". You now have the exact copy of the form with its Paypal setup.
4. You can now make a test environment for the clone form without editing or changing anything on the original form.
5. In the cloned form, find the payment integration related to "Paypal" (Note: only one payment method can be setup in a form). The screenshot below shows how the payment integrations are setup, they are drag from the "Payment Tools" section, they usually labeled as "My Products", but it depends on how your clients named it. You can click the "wizard"/"wand" icon at the right side when you select a field, a wand icon represents that it has further settings that you can check. To better understand how the payment integrations are setup, please do check this guide: http://www.jotform.com/help/165-Setting-Up-Your-First-Order-Form. To find the "Sandbox" option, click the gear icon->Properties
6. Inside the "Properties" you'll see the sandbox option
I hope that helps. Do let us know if you need more assistance on this.