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.
Preview a Form Version
Navigate to Forms
Click the Forms tab to view active forms
Or click the Archived tab to view forms that have been archived
Select the form with the previous version you wish to view
Select the Summary tab
Navigate to the Versioning section
(Optional) Add a Name for each version
Click Preview the configuration for this form version (eyeball icon) next to the version you wish to preview
View the form configuration for the selected 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.
Click Preview to see what the form looked like when this version was saved if desired
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.
Click Restore Version to restore the form to the selected version, if desired
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.
Click Back to Current Form Version to return to the Builder tab for the current form version, if desired
Restore a Form Version
Navigate to Forms
Click the Forms tab to view active forms
Or click the Archived tab to view forms that have been archived
Select the form with the previous version you wish to view
Select the Summary tab
Navigate to the Versioning section
(Optional) Add a Name for each version
Click Restore form to this version (circular arrow and clock icon) next to the version you wish to restore
Click Restore on the pop-up that says, Are you sure you want to restore the form to its previous state?
The form will revert to the previous version
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.
Navigate to Forms
Click the Forms tab to view active forms
Or click the Archived tab to view forms that have been archived
Select the form with the previous version you wish to remove
Select the Summary tab
Navigate to the Versioning section
(Optional) Add a Name for each version
Note:
The delete functionality is only available for named form versions.
Click the pencil icon next to a version name in the Versioning section
Click Delete in the lower-left corner of the pop-up that appears
Click Delete on the pop-up that says, Are you sure you want to delete form version [name]?
The form version has been deleted