Dev & Staging Environments

Form Promotion is an advanced feature designed for users who need to seamlessly manage multiple versions of a form. It allows you to swap one instance of a form with another, making it ideal for maintaining both a 'live' version of a form and a separate 'development' version.

Compared to the basic form draft feature, Form Promotion is more powerful by creating a complete copy of the form. This allows you to test changes, save data, and even experiment with new features like integrations before promoting changes into the live environment. Promoted forms will maintain their submission data and links to allow for a seamless transition.

Prerequisites

To use the Form Promotion feature, you must be on a paid plan. If you are on a free plan, you will need to upgrade in order to access this functionality.

Step-by-step Guide

1. Make a Promotable Copy of the Form

• Navigate to the settings page on the form you wish to make a copy of.

• Go to the Form Promotion section in the sidebar.

• Click the button Create Promotable Copy.

2. Edit and Test the Promotion Copy

• After creating the promotion copy, you can make any necessary updates or changes to the form.

• This copy behaves like any normal form, so you can:

  • Test new configurations.

  • Save data and test integrations.

  • Preview the form by publishing it temporarily, ensuring everything works as expected.

3. Promote the Changes

• Once you are satisfied with the updates made in the promotion copy, publish the changes.

• Next, open the Form Menu and select the Promote Form option.

4. Map Fields

• Before promoting, you will have the option to map any fields from the promotion copy to the original form. Mapping fields allows submission data to be carried over to the fields in the new version of the form.

6. Rollback Option

• When the promotion is complete, the changes will now be applied to the live form. A Rollback Form will also be automatically created. This rollback version contains the previously live changes in case you need to revert back to the old version.

Mapping Fields

Field Mapping is an important step during the promotion process. It allows submission data from the original form to be transferred over to new fields in the promoting form.

How to Map Fields

• After selecting the Promote Form option, you will be prompted to map fields between the promotion copy and the live form.

• A list of fields from both the live form and the promotion copy will be displayed. The system will attempt to automatically match fields.

• You can manually map fields by selecting the correct corresponding fields from the promotion copy to the live form.

Why Field Mapping is Important

Field mapping ensures that any changes to fields in your form don’t result in loss of submission data.

• If you’ve changed an existing field, the system won’t automatically know how to handle the data from the original field.

• Field mapping allows you to explicitly match the old fields with the new ones, so the submission data is maintained from the live form to the copy.

Additional Information

Single Promotion Copy

Only one promotion copy can be created for each form at a time.

Maintain Links and Submissions

When promoting a form, the links to the form and submissions will be maintained.

No Draft Changes on Promoted Forms

Once a form has a promotion copy attached, it can no longer have its own draft changes. All changes must be made on the promotion copy.

Stackable Promotions

You can stack promotions, meaning a promotable copy can have its own promotion copy.

Single Rollback Version

Only one version of the rollback is saved at a time. Each new promotion will overwrite the existing rollback with the most recent version.