Updating a Form – Form New Version

To learn more about Form statuses refer to Form Lifecycle.

The following diagram summarizes the procedure for updating a Form overriding the existing Form.

The procedure ensures that the old Form can still be used in Production, until the new Form is ready to use.

 

Step 1: Select the Form you want to update in Docomotion and click Open Designer.

Step 2: Redesign the Form in the Designer and Upload to the cloud.

Step 3: In Docomotion activate the Form that is in Edit status.

Step 4: Generate output from the Form in Active status.

Step 5:    If the updated Form is OK, click Publish to publish the updated version.

– or –

Click Discard changes to discard the changes you made in the Designer and revert to the old published version.