Using Web Form Versioning

Versioning is the practice of updating web forms with new details and configurations while maintaining labels, translations, and other options on active requests. This allows users to maintain request details for existing requests and improve their intake ability with newly configured web form versions.

To use versioned web forms

To audit web form version history

DSAR customers can review the complete history of a web form to audit the publishing metadata.

  1. In the Web Form Customization screen, click the Context Menu and select Version History.

    The Version History pane appears.


    Version History pane in the Web Form Customization screen
  2. Click a version number to expand the version history metadata, which includes:

    • Created By

    • Date Created

    • Published By

    • Date Published


    Expanded version history metadata for a web form

Supported Features

It is important to note that when a request is created, the form field(s) on the request will reflect what was available on the version of the web form that the request was submitted against.

Web Form Feature

Versioning Details

Form Fields

Translations for labels are shown for the version of the web form they were created against. Submitted requests will reference the web form version.

Automation Rules

Automation rules will be maintained as the web form is updated, saved, and then published to a new version.

Existing requests will reference the web form version they were submitted against.

Features Not Supported by Versioning

  • Web form settings

  • Verification method settings

  • Viewing previous versions

  • Reverting to previous versions

Note:

When you need to make edits to these features on a web form, it will require a manual publish in order to reflect these changes.

Versioning FAQs

Can I edit a previous version of the web form?

No, previously published versions of web forms cannot be edited. In order to make changes, a new version must be published.

Can I restore/revert back to a previous version?

No, previously published versions of web forms currently cannot be restored.

When I publish a new version, do I need to generate a new link to the web form?

No, you do not need to generate a new link to the web form as the URL is maintained.

The changes I made and saved aren't appearing on my live web form.

Web forms must be published in order for new configurations to appear on live web forms.

I made edits on the web form but the version label isn't updating.

The web form must be saved after changes are made in order to update the version label.

Which version will the web form take if I copy from an existing web form?

The latest active version of the web form will be used when copying web forms.

What if I need to edit a request, which version will be used?

The Edit Request modal will display fields and option values based on the version the request was created against.