Form Update 'Versioning'

Determining if a New Version is Necessary

The following changes can be accomplished by applying changes directly to a live form -

  • Updates to wording, instructional text, spelling etc.
  • Adding or removing values from a select list

The following changes require that a new version of the form be created and tested -

  • Workflow changes
  • Adding or removing form fields
  • Changing form participants
  • BDM changes
  • Anything else

Going Live With a New Version

  1. The new version will be named with a "v-#" designation to establish a difference from the previous version(s) (ie. Floating Holiday Request v-3)
  2. The new version will be promoted to production
    1. All existing urls must be updated to point to the new version (easier if we create a persistent url solution)
    2. BDM integration will need the new form ID
  3. The old version will stay 'active' until all currently 'in progress' forms are completed.  Then it will be disabled.