Enterprise plans only
Enterprise plan users have form versioning, which means that you create a new version of the form every time you update it. Form versioning provides a history of the form and allows detailed form governance, as form authors can add changelog notes as they publish new versions.
Old versions are saved and listed in a form’s History tab. You can:
- View old form versions and their publishing notes
- Restore them to drafts
- Copy them to new forms
- Delete document templates from old versions
View Form Versions and Notes
The History tab of each form shows the entire version history for the form, including the Author, Publish date, Deactivation date, Documents, Notes, and Status.
To view a prior form version, you can select the version number or select View from the ... menu. This will show you the version fields in the Build tab, the Settings, and the Workflow.
If an author added a note as they published a version, you can also select View in the Notes column to see those notes. These can help you keep track of what changed between form versions.
Restore an Old Version to Draft
Restoring a prior version allows you to edit it and republish it. If the form is currently published, it will simply create the old version as a new draft. If the latest version is a draft, restoring an old version will overwrite and replace the latest draft including recent edits, the custom document template library, automated emails, and the response workflow.
To restore an old version:
- Go to the form History and find the version you want to restore.
- Select Restore to draft from the ... menu.
- Make any required changes to the Build, Settings, or Workflow tabs.
- Save and Publish your form.
Because restoring overwrites a current draft, you may want to copy an old version to a new form instead.
Copy an Old Versions as a New Form
When you copy an old version to a new form, you can use it as the basis for any edits you need to make. To do this:
- Go to the form History and find the version you want to copy.
- Select Copy to new form from the ... menu.
- Enter a name in the available field and use the drop-down menu to select a workspace.
- Select Copy and the copied form will open in the Build tab where you can start making edits.
- When you’re ready, Save and Publish your form.
The new form will copy all the settings of the version you copied, except for the publishing and deactivation schedule settings. Custom document templates, automated emails, and workflows will also be copied from the old version into the new form.
Delete Custom Document Templates
Custom document templates with lots of images can take up storage space for your account. If you have lots of form versions with old templates you no longer use, you can delete those templates to free up some space. You may want to ensure you have a record of the templates somewhere before you delete them.
- Go to the form History and find the version with the template you want to delete.
- Select Delete document template files from the ... menu.
- Select Delete in the confirmation dialogue box.
Please note that deleting a file from a prior version is permanent; even if you restore the form to that version, the template will no longer be attached. If you have used the same template on a different version, you can still View that versions settings and download the template from Settings > Form documents.
What Else?