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Making Changes To Forms
Making Changes To Forms

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

Traffio avatar
Written by Traffio
Updated over 3 weeks 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 Revision

  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 (This will create a new draft with all the elements to edit)

This will create a new draft copy that you can make changes to

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


Publishing and Activating a Revision

Revisions begin in draft mode, allowing you to make as many changes as needed without impacting what is visible to users in the field. While in draft mode, you can adjust and refine the revision without it being seen or affecting the live system. Once you're satisfied with the changes, you can publish the revision to make it active and visible to users.

  1. Click the Publish button across the top

  2. Click the Activate button

From this moment onward, the revision is locked.

If you would like to make changes to an existing published revision, open it up and click on the “New revision” button across the top.

This will create a new draft copy that you can make changes to

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