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Moving from iFormBuilder: migration and coexistence

A factual guide for teams running iFormBuilder who are evaluating FieldScroll: what maps cleanly, what to check before committing, how to run both during a transition, and what FieldScroll does not offer.

Updated 2026-09-06

Teams that have run iFormBuilder for years usually have two things: a set of forms that encode real operational knowledge, and an integration or two that other people depend on. Neither should be put at risk by a platform change. This page is written for that team. It is not a feature-by-feature comparison, and it makes no claim that one product is better than the other; it says what moves cleanly, what to check first, and how to run both while you decide.

Why teams look at FieldScroll from iFormBuilder

The reasons that come up in conversations, in rough order:

  • They want to sell the workflow to their own customers under their own brand, not run it as an internal tool. FieldScroll is built for that offer; see white-label platform.
  • They want a record to keep meaning what it meant when the form changes. FieldScroll ties every record to the form version it was captured with.
  • They want the office-to-field loop closed — a way to send a record back for a second visit. That is dispatch.
  • They want an API-first platform their own systems, and increasingly their AI tools, can work with. That is the REST API and the MCP server.

If none of those are your reasons, it is fair to stay where you are.

What maps cleanly

In your current setupOn FieldScrollNotes
A form with elements, sections, and option listsA form with field types, sections, pages, and choice listsChoice labels are the stored value on FieldScroll; plan renames carefully
Conditional display and calculated elementsVisibility rules and formulasExpressions are rewritten, not imported
Subforms and repeating groupsRepeating tables, or a dedicated subform screenSee form patterns
Reference tables used by picklistsData sources with CSV import, bulk API, or managed sync from a databaseManaged sync keeps the source system authoritative
Photo, signature, and location elementsPhoto, signature, and location fieldsCaptured metadata is listed in security
Per-form data feeds to downstream systemsWebhooks per event, plus API pullsSigned deliveries; optional preprocessing script
Generated documentsReport templates rendering PDF or HTMLEmail, webhook, Box, and Google Drive destinations

What to check before you commit

  1. Every integration that reads from the old platform. List them. For each, decide whether it will read FieldScroll webhooks, pull from the API, or be retired. The webhook event catalog and the API reference say what is available.
  2. Every calculated or conditional element. These are rewritten in the FieldScroll builder, not imported. Budget time per form; the builder's assistant can draft logic from a written description, and test mode runs it before anything is published.
  3. Reference data ownership. If your picklists come from a database today, a managed source can keep that database authoritative instead of copying rows.
  4. What you need from historical records. Read the FAQ on this page before loading history. Sometimes the right answer is to keep the old export as the archive and start fresh.
  5. Reports. FieldScroll renders PDF and HTML from HTML/CSS templates. If your current documents are Word or Excel templates, they are rebuilt, and Word or Excel output does not exist.
  6. Users and roles. Accounts are recreated; passwords do not move. FieldScroll's roles are organization-scoped, and form access is granted per user, team, or collection.

Running both during the transition

The transition that works is one workflow at a time:

  1. Rebuild one form on FieldScroll and publish it to a test form.
  2. Run it on one pilot site or one crew for a few weeks alongside the old form.
  3. Point its webhook at the same downstream system the old form fed, so the office sees one stream of records.
  4. Compare the two streams. When the FieldScroll stream is the one people trust, retire the old form.
  5. Repeat.

Neither platform needs to know about the other. The seam is your downstream system, which is already used to receiving records from one place.

What FieldScroll does not offer

  • No automated iFormBuilder import today. It is tracked and not promised for a date.
  • No Word or Excel document output.
  • No OneDrive or Dropbox delivery. Box and Google Drive are built; a webhook destination hands the file to anything else.
  • No approval workflow state on records.
  • No self-serve signup. Every engagement starts with a discovery call, and provisioning is gated while launch partners are selected.

If one of those is the thing your program depends on, say so in the first call. It is a faster conversation than a pilot that stalls on it.

Straight answers

Questions this page gets asked.

Is there an automated importer for iFormBuilder forms?
Not today. Forms are rebuilt in the FieldScroll builder — by hand, with the builder's assistant from a written description, or through the API from a script you control. An import tool is on the roadmap and is not promised for a date.
Can I move historical records into FieldScroll?
Records can be created through the API, so history can be loaded. Capture metadata on an imported record reflects the import, not the original visit, so if you need to prove when something was inspected, keep the original export as the evidence and treat the imported copy as a working reference. Talk this through before loading anything.
Do I have to switch everything at once?
No. The common path is one workflow at a time: rebuild it, run it on a pilot site, point its webhooks at the same downstream system the old form fed, and retire the old form when the pilot holds. The two platforms do not need to know about each other.
Is FieldScroll cheaper?
The pricing models are different enough that the answer depends on your footprint. FieldScroll is a flat annual plan around a customer footprint, not per user. Compare your current invoice against the pricing page with your real numbers rather than a headline.

Next step

Bring one iFormBuilder workflow. We will map it.

A 30-minute call on a single form you run today: what it becomes on FieldScroll, what does not map, and whether a pilot is worth it.

Request a fit call