Question

How do you develop on a Live form ?

Forms Discussions

Updated July 30, 2018

asked on July 30, 2018

We have a couple of forms that are in production and our users are actively using them.

What do you recommend for managing changes that will likely break the form during development before being ready for production again ?

Thanks !

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Answer

SELECTED ANSWER

replied on July 30, 2018

Which version of Forms are you using? In 10.3, we introduced the ability to directly overwrite live processes with a new copy. This feature allows a designer to download a live forms process, upload it into a test Forms server, make and test any changes, then re-upload back into the production server. On re-upload, you can choose to have any changes that were made and tested on the test server to be applied to the current production copy. This allows you to retain your production process until you have made and tested all of your changes.

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replied on July 30, 2018

o Amazing. We are still on 10.2. I'll look into the upgrade and then test out that feature.

thanks !

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Replies

replied on July 30, 2018

Copy the 'Live' process by duplicating it and try changes on the duplicate so that the opportunity to test changes is available as changing a 'Live' process is high risk.

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replied on July 30, 2018

Thanks Fearghal, We've just started to do that and seems like the best and only option at this point.

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How do you develop on a Live form ?

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