Create a DataGuide Form Version

As an Admin, you can create and maintain multiple version of a form. Using Version Control enable you to track change as the form is completed, store previous form version, only display the most recent version of the form to the user, or reinstate an older version of a form if needed.

  1. In the Forms Manager, click on the option list at the end of the row of the form you want a new version.

    Form Options

    You can also copy the link to the form or clone the form.

    You can also click on the dropdown next to the Form’s title.

  2. Click + Create New Version.

    The Edit Form window appears on the Properties tab. Underneath the name of the form, you see v0 (<form’s state>).

    The form’s state could be draft or published.

    New Version

  3. You can change the Name, Description, and Form Filter.

    You can’t change the Object since this is a version of a previously created form. If you want to change the Object, you will have to create an entirely new form.

  4. Configure and change the form actions after this version is published.

    You can configure actions that must be performed when a form is submitted. If there are multiple form action configurations, they are evaluated in the order shown in the below list, starting from the top.

  5. Continue with Create New Form Action.