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Making changes to a form
Making changes to a form

This guides you on update and create new revisions of your forms

Kat McDevitt avatar
Written by Kat McDevitt
Updated over 2 years ago

When updating a form, you need to create a new revision of the form. This allows for an archive of the form, when audited you are able to see what version of the form was submitted. Revisions also allow you to make alterations ahead of time, but not publish them until more information is needed to be gathered.

Creating a New Revisions

  1. Click into the Form you want to Revise.

  2. Select the Revisions tab

  3. Click into the current published Revision

  4. Select New Revision

  5. This will create a new draft with all the elements to edit

Save once you're happy with the form, then you'll need to make it active.

Making Forms Active

You may have as many revisions as you like, but the only revision that can be seen from the field is the one that is published and marked as active. A form can only have one active revision at any given time.

  1. Click into the form you want to make active

  2. Select the revisions tab up the top

  3. Choose the revision you want to make active

  4. Make sure you've published, then press Activate. this will automatically save

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