Saving & Publishing a Form in Builder BETA

This product is in Beta. Please reach out to your Account Manager for more information. Please note that this Help Center article is in progress and will be updated.

Learn more about saving and publishing in the current Builder

Saving a Form

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

Important notes:

• Saving a form does NOT create a new version.

• A form must be saved before publishing the form.

• A form can be tested without saving a form first.

Publishing your Form

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

To publish a form:

• First, click ‘Save’ to activate the ‘Publish’ button.
• Click the ‘Publish’ button on the top right. In the Publish modal, select the users that will receive the form. 
• Click the toggle to send users a notification that the newest version of the form is available.
• Click ‘Save.’

Important notes:

• A new version of the form will be created every time you click ‘Publish.’

• 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.