Publishing a Submission Form

Once you have finished building and testing your submission form in Staging, you can publish it to Production to make it availablele to submitters. 

Before You Publish 

Before publishing, we recommend: 

• Reviewing all form changes for accuracy
• Testing form functionality in Staging
• Verifying conditional logic
• Confirming question order and section structure
• Ensuring all required changes have been completed

Publishing a Submission Form 

Step 1: Log into Your Staging Environment 

Navigate to your organization's Staging environment and log in as an Admin 

Step 2: Open the Publish Screen 

From Advanced Settings, select Publish 

Step 3: Review the Versions 

Under Form Publish, you will see: 

• The current Live Version on the left 
• The latest Draft Version available for publishing on the right

Review the version details, including who made the changes and when they were created. 

Step 4: Audit your Changes (Optional)

Click Audit to review the changes included in the draft version before publishing. 

This is recommended to confirm exactly what will be updated in Production. 

Step 5: Publish the Form 

Click Publish beside the draft version.

One complete, the draft version will become the new Live Version and will immediately be available in Production. 

Understanding the Publish Screen

• Live Version: The Live Version represents the version currently being used in Production.

• Draft Version: The Draft Version contains unpublished changes made in Staging.

• Audit: The Audit option allows you to review all differences between the Live Version and Draft Version before publishing.

• Publish: Publishing replaces the existing Production version with the selected draft version. 

What Gets Published? 

Publishing a submission form includes: 

• Tabs
• Sections
• Questions
• Conditional Logic

FAQs

What does the Audit button do?

The Audit screen displays the differences between the current Live Version and Draft Version, allowing you to review changes before publishing.

How quickly do changes appear?

Changes are applied immediately after publishing.

Can I undo a publish?

Yes. If a mistake is made, you can use the Rollback feature to restore a previously published version.