Editing and Republishing Form Templates - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Unity Forms

Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

You can edit and republish a revision of a form template. In some cases, you may want to have a previously published form template used to create the new published form template that users can access to create forms.

To republish a form template:

  1. With the appropriate form template opened and after making the appropriate changes, click Publish from the ribbon.
    CAUTION:

    If you open multiple instances of the same template, for example one instance using the File menu and the other instance using Favorites, the changes you make are displayed in only one of the instances, while the other one is not updated. This behavior is expected.

    It is recommended to open only one instance of a template.

  2. Click Publish to republish the form template.

When you republish a form template, a new revision of the form template is created. All new forms that users create use the latest revision of the form template. Any forms that were created using an older revision of the format template are displayed using the revision of the form template they were created with.

If you attempt to publish a template that has been locked by another user, a message stating Publish failed. Your changes were not saved. is displayed. You cannot publish a form template when another user is publishing the same form template.

If you attempt to publish a form template from a published version of a form template that has a draft version of the template, a message stating This form contains a saved draft. Publishing the form will overwrite the saved draft. Are you sure you would like to publish the form? is displayed. Upon clicking Publish, the draft is removed.