Organization Management

   Composer This topic is related to Transact Composer.  |   Form Builder |  v4.3 & Higher   This feature is related to v4.3 and higher.


Location: System -> Organization Management
Roles:System Administration


Use this to administer Organizations, various Libraries, and everything else at the same level of the Workspace (see The Workspace). You can filter the list on the following types:

  • Organizations
  • Data Packs in other words, special customization packs
  • Releases
  • Service Packs
  • Patches
  • Documentation in other words, the online HTML help for an Account in the form of a flat .zip file
  • Libraries


The Actions available on each item are:


Organizations can be exported as a .zip file, which is useful for importing Organizations to different environments.

The Copy function works within the one environment.

There is also a link (top left of the Organization Management page) to Import a previously-exported Organization.