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Advanced form versioning lets you create a new version of a form that has already been completed. The feature must be enabled on your site before you can use it. When a new version of the form is created, all data from the original form is copied to the new version and a record is kept of the following:
  1. The version of the form
  2. The date the version was created
  3. The user who created the version
  4. The original form that the version was created from
The new form is saved at the first step of the process. Data in the form is editable as in the original form, and business rules execute as they did in the original form. Once the feature is enabled, you will see the Enable advanced form versioning option in Flow settings. The Enable advanced form versioning option in Flow settings When you check the checkbox, the following options are displayed. Options for the version number, creator, and date questions These allow you to set the value of questions in the form to show:
  • The version number of the current form: this must be a single line of text question. All single line of text questions in the flow are displayed in this drop-down list.
  • The name of the user who created the current version: this must be a person or group question. All person or group questions in the flow are displayed in this drop-down list.
  • The date the version was created: this must be a date and time question. All date and time questions in the flow are displayed in this drop-down list.
These items are optional, so if you do not want to display the values on the form they can be left blank.

Creating new form versions

When a form with advanced form versioning enabled has been completed, you will see the New form version button on the final step. The New form version button on the final step When you click the New form version button, a pop-up is displayed to confirm the creation of a new version. Confirmation pop-up for creating a new form version Click OK to create the new version. The existing form closes, and the new form version is created and displayed. The newly created form version If you have selected questions to hold the version number, the user who created the version, and the date the version was created, these are populated when the version is created. All other data in the form is also copied.
The new version of the form has been created. If you click Close, the form closes but remains on the forms list with all the values retained.

Forms list

Additional fields have been added to the forms list to retain the version number and the original form ID. These are not displayed by default but can be added to any view of the Forms list. Below is a simplified view showing these fields. Simplified Forms list view showing the version fields The Version created by and Version created date fields are populated from the standard forms list Created by and Created fields. The Form version and Original form fields are created when advanced form versioning is enabled. In the example above, the original form was Form45. A new version of the form was created from Form45, named Form46. A new version of Form46 was then created, named Form47, but the original form was Form45, and the ID of this form is stored in the Original form field.
A new version of a form can only be created from the latest completed version of that form.
The New form version button will not be visible on forms that have had a new version created. Hence there can only be one active version of a form.