Form Versions

The Form Versions page lets you manage different iterations of your customer-facing forms. Each version can be edited, duplicated, or published for live use.

Managing Forms

Use this section to:

• View existing forms and their version numbers.

• Edit a draft to make updates before publishing.

• Duplicate a version to reuse its structure.

• Publish a form to make it active and accessible to users.

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Post-Submission Workflows

Switch to the Post-Submission Workflows tab to define what happens after a form is submitted — such as triggering follow-ups, notifications, or lead assignments.

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Use Cases

• Maintain version control across evolving form templates.

• Test updated forms without affecting live ones.

• Automate downstream actions after submissions.