Save & Publish a form in the Advanced Form Builder

Updated July 01, 2026 17:37

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 for Admins and Designers to share a form with your mobile users, the form must first be saved and published.

Save & Publish a Form Version

Save

Admins and Designers can save their work at any time during the form building process. At the top-right of the Builder, click Save.

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Saving a form does not create a new Form Version.
A form must be saved before publishing the form.
A form can be tested without saving first.

Publish

After an Admin or Designer has saved their progress in a form, they can Publish to share it with their users.

At the top-right of the Builder, click Save.
At the top-right of the Builder, click Publish.
In the dialogue, under Name, select the checkbox to the left of every user who needs the form. Or, select the checkbox to the left of a Group Name to assign the form to a pre-determined set of users.
At the lower-left corner of the dialogue, click to turn off Send Notification if you do not wish to alert users that a new version is available
At the lower-right corner of the dialogue, click Publish to device.

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A new Form Version will be created every time you click Publish.
A form must be saved before publishing the form.
Publish 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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