Version a form object

Once you create a form object and you publish it in your library, you can version it multiple times within the same library study.

Note:

In a library study, you can only version forms. You cannot version kit types.

Before you begin, learn more about the specific features of a library study. For more information, see About library studies.

To version a form object, you must first create that object or import it in a library study. For step-by-step instructions, see the following:

• Create and edit a form object
• Import a form object

To version a form object in a library study version, follow these steps:

1. On the Library Studies page, click the Edit Study icon () on the study where you want to version an object.
2. Below Draft, do one of the following:
   • If you already have a study version located in Draft, determine whether you want to move it to the Testing or Archived container.
   • If there is no existing study version in Draft, click Create Study Version.
3. Click the draft study version.
4. On the Forms tab, click the form that you want to version.
5. Click Action and select Create New Draft.
   This option is available only for for a form object that is already in a state of Published.
6. Make the required change in your form, whether you want to update any labels or create, or remove any questions.
7. On the Details side panel, in the Description field, update the object's description with the changes you performed.
8. Click Save or Save & Close.

Note:

All versions of the same form object are easier to view on the Forms tab on the main Library page. If you're located in a library study or on the Library Studies page, click View Library, and then click the Forms tab. You can see all form objects created in your library, as well as their versions and statuses.