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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Preview, Restore, & Manage Form Versions

  • Updated:

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.

 

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Preview a Form Version

 

Instructions

  1. Sign in to your site
  2. Navigate to Forms
    Forms menu.
  3. Click the Forms tab to view active forms
    Forms tab.
  4. Or click the Archived tab to view forms that have been archived
    Archived tab.
  5. Select the form with the previous version you wish to view
    Example form in the Forms tab.
  6. Select the Summary tab
    Summary tab.
  7. Navigate to the Versioning section
    Form Versioning section.
  8. (Optional) Add a Name for each version
    A white, rectangular Create named version button with a plus-sign icon.
  9. Click Preview the configuration for this form version (eyeball icon) next to the version you wish to preview
    A Preview Configuration button.
  10. View the form configuration for the selected version
    An example form configuration 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.
  11. Click Preview to see what the form looked like when this version was saved if desired
    A gray Preview button with an eyeball icon to the right of the form name.
    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.
      A round, green Close button with a white X-icon in the upper-right corner of the version preview graphic.
  12. Click Restore Version to restore the form to the selected version, if desired
    A gray, rectangular Restore Version button below the User Menu.
    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.
    A green, rectangular Restore button in the lower-right corner of the Confirm Restore pop-up.
  13. Click Back to Current Form Version to return to the Builder tab for the current form version, if desired
    A gray, rectangular Back to Current Form Version button to the right of the Preview button.

 

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Restore a Form Version

 

Instructions

  1. Sign in to your site
  2. Navigate to Forms
    Forms menu.
  3. Click the Forms tab to view active forms
    Forms tab.
  4. Or click the Archived tab to view forms that have been archived
    Archived tab.
  5. Select the form with the previous version you wish to view
    Example form in the Forms tab.
  6. Select the Summary tab
    Summary tab.
  7. Navigate to the Versioning section
    Form Versioning section.
  8. (Optional) Add a Name for each version
    A white, rectangular Create named version button with a plus-sign icon.
  9. Click Restore form to this version (circular arrow and clock icon) next to the version you wish to restore
    Restore Form Version button.
  10. Click Restore on the pop-up that says, Are you sure you want to restore the form to its previous state?
    A green, rectangular Restore button in the lower-right corner of the Confirm Restore pop-up.
  11. The form will revert to the previous version

 

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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

  1. Sign in to your site
  2. Navigate to Forms
    Forms menu.
  3. Click the Forms tab to view active forms
    Forms tab.
  4. Or click the Archived tab to view forms that have been archived
    Archived tab.
  5. Select the form with the previous version you wish to remove
    Example form in the Forms tab.
  6. Select the Summary tab
    Summary tab.
  7. Navigate to the Versioning section
    Form Versioning section.
  8. (Optional) Add a Name for each version
    A white, rectangular Create named version button with a plus-sign icon.
    Note: The delete functionality is only available for named form versions.
  9. Click the pencil icon next to a version name in the Versioning section
    A gray pencil icon inside a round Edit named version button.
  10. Click Delete in the lower-left corner of the pop-up that appears
    A white Delete button with a trash can icon.
  11. Click Delete on the pop-up that says, Are you sure you want to delete form version [name]?
    A green, rectangular Delete button on the delete confirmation pop-up.
  12. The form version has been deleted

 

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