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Publish a Form

Form Design > Form Editor > Create a Form

After you are done editing and validating a form, publish it to make it available for use.

Note: After you publish a form, you can edit most of its properties to create new drafts, but you cannot change its name or context type.

To publish a form:

1. In the object selector, select a workspace.
2. In the sidebar, hover over  Workflows and Forms, and select Form Design.
3. On the Form Design page, select a form.
4. When you are ready to enable the form, select Publish.

If you publish a form that already has a published version, a new version of the form is created. You can view all versions of the form on the Forms page. Old versions are listed beneath the latest version.

Tips

• Which version of a form a workflow uses depends on the Associate Forms setting in the corresponding workflow configuration.

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Last Published Tuesday, May 21, 2024