The Versioning feature on the form Summary tab allows you to view the version history of the form, name versions, and restore previous versions.
Important Note
By default, the system will only show the 10 most recent versions of the form. However, if you give a form version a name, it will be saved indefinitely unless you delete it manually. Naming form versions allows you to keep more than just the 10 most recent versions.
Article Navigation
Preview a Form Version
Instructions
- Sign in to your site
- Navigate to Forms
- Click the Forms tab to view active forms
- Or click the Archived tab to view forms that have been archived
- Select the form with the previous version you wish to view
- Select the Summary tab
- Navigate to the Versioning section
- (Optional) Add a Name for each version
- Click Preview the configuration for this form version (eyeball icon) next to the version you wish to preview
- View the form configuration for the selected version
Note: This is a representation of the form as it was when this version was saved. As such, it is not editable in this state. - Click Preview to see what the form looked like when this version was saved if desired
Notes:- The Preview button will appear grayed out once the preview has opened.
- To close the preview, you will need to click the X-icon in the upper-right corner.
- Click Restore Version to restore the form to the selected version, if desired
Note: You will need to click Restore on the pop-up that says, Are you sure you want to restore the form to its previous state? to confirm the restoration. - Click Back to Current Form Version to return to the Builder tab for the current form version, if desired
Restore a Form Version
Instructions
- Sign in to your site
- Navigate to Forms
- Click the Forms tab to view active forms
- Or click the Archived tab to view forms that have been archived
- Select the form with the previous version you wish to view
- Select the Summary tab
- Navigate to the Versioning section
- (Optional) Add a Name for each version
- Click Restore form to this version (circular arrow and clock icon) next to the version you wish to restore
- Click Restore on the pop-up that says, Are you sure you want to restore the form to its previous state?
- The form will revert to the previous version
Remove a Named Form Version
Important Notes
- The delete functionality is only available for named form versions. If you give a form version a name, it will be saved indefinitely unless you delete it.
- If you have less than 10 unnamed form versions, when you click Delete the system will remove the name of the version but will keep the overall version until new versions are created and the older versions fall off. If you have more than 10 unnamed form versions, the delete button will remove the version entirely.
Instructions
- Sign in to your site
- Navigate to Forms
- Click the Forms tab to view active forms
- Or click the Archived tab to view forms that have been archived
- Select the form with the previous version you wish to remove
- Select the Summary tab
- Navigate to the Versioning section
- (Optional) Add a Name for each version
Note: The delete functionality is only available for named form versions. - Click the pencil icon next to a version name in the Versioning section
- Click Delete in the lower-left corner of the pop-up that appears
- Click Delete on the pop-up that says, Are you sure you want to delete form version [name]?
- The form version has been deleted
Comments
Let us know what was helpful or not helpful about the article.0 comments
Please sign in to leave a comment.