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Understanding Publish & Rollback

The Publish & Rollback feature allows admins to safely move changes from Staging to Production and restore previous versions when needed. 

Understanding Versions 

Live Version

The Live Version is the version currently being used in your Production environment.

Submitters, reviewers, references, and administrators interacting with your live program will see this version.

Draft Version

The Draft Version contains unpublished changes made in Staging.

Draft versions can be reviewed, tested, and updated until they are ready to be published.

Understanding the Publish Process 

Publishing moves your Draft Version to Production and replaces the current Live Version.

When a version is published:

  • Changes take effect immediately
  • The previous Live Version is replaced
  • All users see the updated version going forward

Publishing applies to the entire form or review, not individual questions or criteria.

Using Audit 

Before publishing, you can select Audit to review the differences between the Live Version and Draft Version.

We recommend reviewing all changes using Audit before publishing to Production.

Rolling Back Changes

If a mistake is discovered after publishing, you can restore a previously published version using the Rollback tab.

Rolling back creates a new version based on the selected historical version and makes it the current Live Version.

Best Practices

Before publishing:

  • Test all changes in Staging
  • Verify conditional logic
  • Confirm question and criteria order
  • Review changes using Audit
  • Ensure all updates are complete

Before rolling back:

  • Review the version history carefully
  • Confirm you are restoring the correct version
  • Understand that newer published changes will be replaced

FAQ's

Does publishing affect existing submissions or reviews?

No. Publishing updates the form or review structure going forward and does not modify existing submission or review data.

Can I publish forms and reviews separately?

Yes. Submission forms and review forms can be published independently.

Is there a limit to how many times I can publish?

No. You can publish new versions whenever updates are ready.

Can I restore an older version?

Yes. Use the Rollback feature to restore a previously published version.