Managing Form Versions/Form Version Control

We’ve introduced a new feature that allows you to control form updates at the case level. This ensures your workflow isn't interrupted by unexpected changes.

How it Works

1. Access Settings: Open your case and click the Form Button to view available versions.

2. Version Consistency: By default, your current form version will stay the same to maintain data integrity.

3. Update Notifications: When a new version is released, a warning pop-up will appear.

   Applying Updates: You can select "Auto-apply form updates" to sync immediately, or dismiss the notification to continue using your current version and update later.