With automatic version creation, simplified edit tracking, version previews, and the ability to restore previous versions, managing your forms and surveys is straightforward and reliable. You can switch between versions as needed, keeping you in control of your data collection tools.

How It Works

Automatic Version Creation

Every time you save changes to a form or survey, a new version is automatically created. This means each iteration is recorded, so you can track how your forms and surveys have evolved over time.

Edit Tracking Simplified

Each edit is captured as a distinct version, giving you a clear history of changes. You won't lose track of your edits, as every change is documented.

Version Preview

You can preview any previous version of your form or survey directly within the builder. To access the version preview, navigate to the form or survey builder section within your CRM, then click on the "Versions" button.

Clicking on the versions icon shows a list of all available versions, complete with timestamps and version numbers.

Restore Previous Versions

Made a change you regret? You can restore your form or survey to any previous version. This ensures you can always revert to an earlier version if needed.

With these features, managing your forms and surveys is more efficient and reliable. Detailed version tracking and easy restores mean nothing is ever permanently lost.

FAQs

Q: How does automatic version creation work?

  • Automatic version creation occurs every time you save changes to your form or survey. A new version is generated, capturing all edits made since the last save.

Q: Is there a limit to the number of versions that can be saved?

  • There is no set limit to the number of versions. However, to ensure optimal performance, it is recommended to periodically review and manage your versions.

Q: How do I restore a previous version?

  • To restore a previous version, navigate to the versions list within the builder, select the desired version, and click on the restore option. Your form or survey will revert to the selected version.

Troubleshooting Tips

Versions Not Appearing:

  • Ensure that changes are being saved properly. If versions are not appearing, check your internet connection and save changes again.

Performance Lag:

  • A large number of versions may cause performance lag. Periodically review and delete unnecessary versions to maintain optimal performance.

Version Preview Errors:

  • If you experience errors whilst previewing versions, clear your browser cache and cookies, then try accessing the versions again.