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Sandbox Account

A sandbox account is a copy of your main (production) Formulayt instance and is used for testing. Providing a safe environment, a sandbox account helps you experiment without affecting real users or live data.

Why Use a Sandbox Account?

A sandbox lets you test ideas without risk.

Use a sandbox to:

  • Trial new gate designs or configurations

  • Test changes before going live

  • Validate integrations or workflows

  • Train team members in a safe environment

All changes in a sandbox remain separate from your production account.

How a Sandbox Works

A sandbox works in the same way as your main Formulayt account.

  • Includes your standard features and functionality

  • Mirrors your production setup (when synced)

    • Please note that this does not include gates.

  • Does not impact live gates or users

You can also control access:

  • Limit access to admin users only

  • Keep testing restricted to specific team members

How to Set Up a Sandbox

Sandbox accounts are created by your account manager.

To set up a sandbox:

  • Raise a ticket via our Support Messenger

  • Request a sandbox account for your organisation

    • Please note this is a chargeable feature.

Keeping Your Sandbox Up to Date

You can update your sandbox to match your production account.

If you already have a sandbox and need it refreshed:

  • Raise a ticket via our Support Messenger

  • Request a sync from your production account

What Gets Copied to a Sandbox?

When syncing from production to sandbox, only specific configuration items are copied.

The following items will be copied:

  • Fields

  • Form types

  • Events

  • Translations

  • Chrome plugin configuration

  • Custom account JavaScript

  • Gate editor configuration

What Does Not Get Copied?

Some items remain separate and are not transferred to the sandbox.

The following items will not be copied:

  • Gates

  • Gate folders

  • Users

  • Groups

  • Roles

  • App integration settings

  • Reporting data

  • Any other object types

Important Notes

  • Configuration can only be pushed from production to sandbox

  • When pushing the configuration from production this will delete and replace copied elements in your sandbox. This process cannot be undone.

  • Changes made in the sandbox do not affect production

  • Sandboxes are designed for testing, not live use

Summary

Sandbox accounts provide a safe space to test and experiment.

  • They replicate your main account environment

  • They keep testing separate from live activity

  • They allow controlled access for your team

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