When your form is in Draft mode, any edits and changes aren’t visible to form fillers. In order to update your Live form, you can Sync the form. Let’s walk through a few ways to sync your form, starting with My Workspace.
How to Sync Form Drafts
From Workspace
- In My Workspace, click on Draft changes under the form you’d like to sync.
- On the next page, click on Sync Current Version in the bottom right-hand corner of the page.
- Finally, select Sync in the pop-up window.
From the Revision History
- In the Form Builder, click on the Clock icon in the upper right-hand corner of the page.
- Click on Sync Current Version in the bottom right-hand corner of the page.
- Finally, select Sync in the pop-up window
From the Floating Bar
When your form is unsynced, a floating bar will appear under the Build tab in the Form Builder.
- Click on Sync on the bar to publish your changes.
From the Sync Status Indicator
- In Form Builder, click on Draft changes under the Form Title.
- Then, click on Sync to push your draft changes live.
From the Publish tab
When your form is unsynced, a floating bar will appear to notify you in the Publish tab of the Form Builder.
- Click on Sync on the bar to publish your changes.
From the Form Preview
- In Form Builder, toggle on the switch next to Preview Form.
- In the Form Preview, click on the blue Changes are not yet applied to the live version box in the left-hand corner of the page.
- In the pop-up window, select Sync Changes.
What Happens When You Sync a Form
When you sync your form:
- The current draft becomes the new Live version..
- Form Fillers will immediately see the updated form.
- The Draft and Live versions are the same until you make new edits.
- A new entry is added to Revision History, allowing you to restore the older version, if needed.
Best Practices
- Always preview your draft using Preview Form before syncing to test your layout and any conditional logic
- Sync during periods of low form activity to minimize disruption for respondents.
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