Publish 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:

In the object selector, select a workspace.
In the sidebar, hover over  Workflows and Forms, and select Form Design.
On the Form Design page, select a form.
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.

Next: Edit a Form