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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.

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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Restore a Form Version

 

Instructions

  1. Sign in to your site
  2. Navigate to Forms
    Forms menu.
  3. Select the Summary tab
    Summary tab.
  4. Scroll down to the Versioning section
    Form Versioning.
  5. (Optional) Add a Name for each version
    Form Version Name.
  6. Click the Restore form to this version icon next to the version you wish to restore
    Restore Form Version.
  7. Click Restore on the pop-up that says, Are you sure you want to restore the form to its previous state?
    Restore Form Confirmation.
  8. 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. Select the Summary tab
    Summary tab.
  4. Click the pencil icon next to a version name in the Versioning section
    Edit Version pencil icon.
  5. Click Delete in the bottom left corner
    Delete version button.
  6. Click Delete on the pop-up that says, Are you sure you want to delete form version [name]?Confirmation screen to delete form version.

 

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