Version Control for Forms and Surveys

Efficiently managing your forms and surveys is easier than ever with features like automatic version saving, simplified edit tracking, version previews, and restoring previous versions. These tools make it simple to select the most suitable version based on your current requirements, ensuring a seamless experience.

Key Features

Automatic Version Saving
Whenever changes are made to a form or survey, a new version is automatically saved. This process allows you to track the development of your forms over time, providing a reliable record of each modification.

Simplified Edit Tracking
Each change is stored as a separate version, ensuring that all modifications are logged. This makes it simple to keep track of all edits, as each update is carefully documented for future reference.

Preview Previous Versions
You can easily view past versions of your forms or surveys directly from the builder interface. Simply access the "Versions" tab within the builder section of your CRM platform. A list of versions, complete with timestamps and version numbers, will be displayed for easy selection. 

By clicking the version icon, you can browse all saved versions.

Restoring Previous Versions
If you're not satisfied with recent changes, you can revert to a prior version with a single click. This feature offers peace of mind, allowing you to undo any modifications quickly and restore earlier versions of your form or survey.

These features ensure reliable, stress-free management of forms and surveys, allowing you to track edits and restore previous versions when necessary.

Common Questions

• How does automatic version saving work?
  A new version is generated every time you save a form or survey, capturing any edits made since the last save.
• Is there a limit on the number of versions I can save?
  There’s no strict limit on saved versions, but regularly reviewing and cleaning up old versions can help maintain optimal performance.
• How do I restore an earlier version?
  To revert to a previous version, go to the list of versions in the builder, select the one you want, and click "Restore."

Troubleshooting

• Missing Versions: If versions are not appearing, ensure your changes have been saved properly. Check your internet connection and save again if needed.

• Performance Issues: A large number of saved versions can slow down performance. Periodically deleting unnecessary versions can help improve speed.

• Version Preview Problems: If you're unable to preview versions, try clearing your browser’s cache and cookies, then refresh the page.