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Create a new version of an existing form template

Guidance on how to update a form template by creating a new version of an existing one.

Liam Smith avatar
Written by Liam Smith
Updated over a week ago

When you create a form template, it's saved as a draft. Once you publish it, it becomes Version 1. To make changes, you must create a new version of the template. Each new version receives a sequential number.

📌 Note: If users are already working on a form activity created from the original version, they’ll continue to see that version even after publishing a new one. When publishing the new version, the form activity updates automatically. However, only users who haven’t started the activity yet, or new users who register after, will see the updated version.

To create a new version of an existing form template, follow the steps below.

  1. In admin view, click Tools, then click Form Templates.

  2. Search for and select the template.

  3. Click New Version, then click Confirm.

  4. The new draft version opens and you can make the required changes.


View version history

Viewing the version history of a form can be useful to keep track of form amendments.

To do this, follow the below steps.

  1. In admin view, click Tools, then select Form Templates.

  2. Select the relevant form template then click the Versions tab.

  3. Click the Info dropdown to expand and view who created, published, and archived the version.

  4. Select a version to view full detail and print, copy or download as needed.

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