Publishing and Revising Form Templates

Once you finish editing and testing a form template design, you can proceed with publishing it. After you publish a form template design, it is live and all users with the correct permissions can see it and create form instances from it. You should send an email to all users notifying them of the availability of the new or revised form template and offer suggestions of when they should use it. Users typically will be unaware that the new or revised form is available unless you tell them. This notification is especially useful to warn users about fields that have changed in form template revisions.

Revise form template designs to fix problems, rearrange fields for usability, add new fields, or hide fields that are no longer used. When you revise a form template, the system creates a new design version for editing while keeping the old version available to users.

Be aware that your published changes affect all existing form instances that use that design. For example, if you hide a field and republish, that field disappears from all existing forms that use that design. Similarly, if you add a field and republish, the new field displays on all existing forms that use that design.