Managing Versions and Revisions

The Form Library and Workflow Library both maintain multiple versions and revisions for forms and workflows. Revisions are set automatically when you submit a new form or workflow or modify an existing one.

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When you create a new form or workflow, the Version automatically sets to 1.0.

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If you change a form or workflow and select the option to have the changes go into effect immediately, the system adds a revision number after the decimal point in the version number (1.1, 1.2, and so on).

The system also immediately sets the Status to Active, and sets the current date as the Start Date. Since there can be only one active version of the form, the system changes the status of any previous active version to Inactive and sets the current date as its end date.

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If you change a form or workflow and select the option to have the changes go into effect at a future date, the version number automatically sets to the next number in the sequence, and the revision number resets to zero (2.0, 3.0, and so on).

The system sets the new version's status to Active on the start date, which you assign when you submit the form or workflow. Since there can only be one active version, the system changes the status of any previous active version to Inactive and sets the current date as its end date.

You can view and compare different versions and revisions in both libraries by clicking the form ID or workflow ID in the table. The Versions form opens, displaying all existing versions and revisions.

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To modify a form or workflow version or revision, click the ID.

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To compare two versions or revisions of a form or workflow, select the two you want to compare and click Compare. The Comparison panel opens below the main table in the form (you must scroll down to view data) and displays settings for both.