Saving & Publishing a Form in the Advanced Form Builder

Updated November 21, 2025 03:37

Lauren Sunday

Community Manager

This article provides step-by-step instructions and important notes about Saving and Publishing your form in the Advanced Form Builder.

In order to share a form with your mobile users, the form must first be saved and published.

Saving & Publishing a Form Version

Saving a Form

Users can save their work at any time during the form building process. To save a form, select the Save button on the top right.

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Saving a form does not create a new version,
A form must be saved before publishing the form,
A form can be tested without save a form first.

Publishing a Form

After a user has saved their progress in a form, they can click Publish to share it with their users.

Click Save to activate the Publish button in the top right.
In the dialogue box that pops up, check the boxes for the users that will receive the form.
Send notification is ON as a default so toggle this OFF if you do not want to send your users a notification that a new form version is available.
In the lower right corner of the modal, click Publish to Device.

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A new version of the form will be created every time you publish the form,
A form must be saved before publishing the form,
The Publish button is disabled until the form is saved,
A form can be tested without publishing first,
The form can be shared with select users or all users.

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