Manage form versions

Understand how form changes affect new work and historic form results.

Forms change over time as your process changes.

When you update a form, the change affects future use of that form.

What stays the same

Completed form results on older work orders stay as they were when they were filled in.

That means older work orders keep the version that was used at that time.

Why careful changes matter

Careful updates help you:

• avoid unnecessary disruption
• keep future work clear and correct
• preserve trust in historic results

1

Open the form

Go to Settings → Forms.

Open the form you want to update.

2

Change only what is needed

Make the smallest change that solves the problem.

Avoid broad edits when a small edit is enough.

3

Save the form

Save the update.

4

Test the new version

Use the updated form on a new work order.

Check the form flow and the PDF output.

5

Review older results if needed

Open older work orders when you need to confirm historic results still display correctly.

Good change practices

• test before you roll out major changes
• avoid renaming fields unless necessary
• plan major edits outside busy periods

FAQ

Do old work orders change when I update a form?

No.

Completed form results stay attached to the work order as they were.

Can I undo a form change?

That depends on your setup.

It is safest to test before you save major edits.

Should I update forms during busy periods?

Usually not.

Quieter periods make testing easier.

Related topics

• Create a form
• Export and print Forms
• Create a Visual Form