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Create a new version of a form template

Use the form builder to create and save a new version of an existing form template within a project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form version builder​

Navigate to the specific form template within your project and choose the option to create a new version, which opens the form version builder page.

Step 2: Configure form fields​

In the form builder, add, remove, and arrange form fields to define the structure of the new version; start from an empty configuration and build the form schema you require.

Step 3: Adjust layout and appearance​

Configure the user interface schema (UI schema) for the form, such as layout, grouping and field presentation, so that the form looks and behaves as required for end users.

Step 4: Configure workflow behaviour​

Set up the workflow configuration, including any process or routing rules that should run when the form is used, ensuring the new version fits into your existing workflows.

Step 5: Set default values and field restrictions​

Specify any default prefill values for fields and mark fields as locked or hidden by default, so that certain data is pre-populated or cannot be changed or seen by end users.

Step 6: Define tasks on submission​

Configure any tasks that should be triggered when the form is submitted (for example, follow-up actions or notifications), adding them to the on-submit tasks list as needed.

Step 7: Save the new form version​

Select the save option in the builder to create the new form version; if the template exists, the system saves your configuration, shows a success message, and returns you to the template’s versions list.

Step 8: Cancel without saving​

If you decide not to proceed, use the cancel option to leave the builder and return to the template details page without creating a new version.

Last updated: 2025-12-08