Form Version History

The Form Version History tab gives you a complete audit trail of every saved state of your form. You can browse all past versions, preview how a form looked at any point in time, and restore an older version back into the designer — all without losing any existing data.

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Overview

Every time a form goes through a lifecycle change (draft, approval, publish), a new version snapshot is automatically captured. The Form Version History page displays these snapshots in a table sorted from the most recent to the oldest.

Column	Description
Version	The sequential version number (e.g., v1, v2). A Latest badge marks the most recent entry. An Active badge marks the currently live version.
Status	The lifecycle state of that version — published, draft, pending_approval, or archived. Each status is color-coded for quick recognition.
Created At	The date and time this version was created.
Approved At	The date and time this version was approved (if applicable). Displays — if not yet approved.
Notes	Change notes or comments attached to this version. Hover over a long note to read the full text via tooltip.
Action	Two action buttons — View and Restore — available per version row.

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Version Status Colors

Status chips use color coding to let you identify a version's state at a glance.

Status	Color	Meaning
published	Green	This version is live and accessible to end users.
draft	Orange / Yellow	Work in progress — not yet submitted for review.
pending_approval	Blue	Submitted for review but awaiting approval.
archived	Gray	Superseded by a newer version; no longer active.

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Version Badges

Each version row can display up to two inline badges alongside the version number:

• Latest — Shown on the first row (highest version number). Indicates this is the most recently created version.
• Active — Shown when a version is the currently deployed/active version of the form. The Restore button is disabled for this row since it is already active.

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Viewing a Version

Click the View button on any row to open a read-only preview of that form version in a modal dialog.

What the preview shows

Form Type	Preview Behavior
Standard form	Renders all fields in read-only mode using the saved component schema.
PDF form	Renders the PDF-backed form layout in read-only mode.
Dashboard form	Loads the saved dashboard view associated with that version.
The preview dialog header displays:

• The form title for that version.
• A version badge (e.g., v3) confirming which snapshot you are viewing.

The form is shown in read-only mode — no data can be submitted from the preview.

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Restoring a Version

Restoring lets you roll back the form's component structure to any previous version. This is useful when a recent change introduced errors or when you need to revert to a previously approved layout.

How to restore

1. Locate the version you want to restore in the table.
2. Click the Restore button on that row.
3. A confirmation dialog will appear showing the version details:
   • Version number
   • Status of that version
   • Created date
4. Click Yes, Restore to confirm.

What happens after restore

• The designer opens automatically with the selected version's components pre-loaded.
• You land on the Design tab, ready to review or further edit the restored layout.
• No data is permanently deleted — the current form state is not overwritten until you explicitly save in the designer.

Note: The Restore button is disabled (Active state) for the version that is currently live. You cannot restore to the version that is already active.

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No Versions Available

If no version history exists for a form (e.g., a brand-new form that has never been published), the table displays:

No versions available

Versions are created automatically as the form moves through its lifecycle — saving a draft, submitting for approval, and publishing each generate a new version entry.

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Quick Reference

Action	How
Open version history	Navigate to your form → select the Versions tab
Preview a past version	Click View on any row
Close the preview	Click Close inside the preview dialog
Start a restore	Click Restore on a non-active row
Confirm the restore	Click Yes, Restore in the confirmation dialog
Cancel a restore	Click Cancel or close the confirmation dialog
Check the active version	Look for the Active badge in the Version column

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Example Scenario

A form was published as v3. A subsequent edit introduced a broken field. The form currently shows v4 as Latest and Active.

To recover:

1. Open Form Version History.
2. Find v3 — it shows published status.
3. Click View to confirm v3 had the correct layout.
4. Click Restore → confirm in the dialog.
5. The designer opens with v3's components loaded — review and save to publish the fix.