Problem: How to Update a Published Custom Form
You will need to have least Administrator Level access to work in this module
Steps for Solution:
You would copy the Publish form in Custom Form builder. First create the same form name with Version Number (IE. From - Client questions / To - Client question Ver. 2) then Archive the original and publish the Ver. 2. This will hide original form and show the new changed form.
- Step 1 - Open Custom Form Builder - Select the form you wish to update.
- Step 2 - Click the [Create Copy] button to create a copy of the Published form. Recommend name the copy with a similar title with Version number at the end)
- Step 3 - Next click [Modify Details] button to access the workable form. Make your changes then save, review and publish
- Step 4 - Don't forget to Archive the original custom form. This will hide the original custom form from your users.