Question

Modifying forms - best practice?

Forms

Updated July 11, 2016

asked on July 28, 2015

New to Laserfiche forms, but I'm already finding editing forms in production is challenging. How do you do it without impacting users or inadvertently exposing partial changes? Can you turn off auto-save? Do everything after hours? Copy the form and make changes there - but then what? How do you replace the original form with the updated version and keep same name, URL, etc. so it's transparent to users and workflow. I must be missing something simple.

Geoff

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replied on July 28, 2015

I copy the form make changes and replace the URL with the Production URL

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replied on July 28, 2015

I'm not sure of what your business process is or the types of edits you're making to the form, but a general recommendation would be to make a copy of the form (inside the existing business process) and edit the copy, previewing your changes, etc. Then when you want to update the business process to use the new form, you can swap it in by changing the starting form that's set in the message start event.

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replied on July 28, 2015

Thanks Alexander - changing the starting form was the piece I was missing.

So if I copy the form, make my changes and test, and then am ready to release the new form, do I delete the original and rename the new form to match the old one? My concern is I have workflow that reads the form data later using a Retrieve Form Content activity, so I can't just replace the form with a new one of a different name or I'd have to fix that activity every time. Is it safe to just rename the new form to the name of the old one? Will the Retrieve Content activity still be able to read the form values, or is it tied to an underlying form ID and not the name of the form?

Thanks,

Geoff

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replied on July 11, 2016

Hi Alex\Chris,

Is that means we will have the copy of the old forms in different URL?

In case we unpublish old forms, will we lose the history of completed items?

Please Advise

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Modifying forms - best practice?

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