Forms

Update a live form without breaking its link

Once a link is out in the world you cannot take it back, which makes editing a live form feel risky. It is not: saving only writes the draft, and the link keeps serving the last published version until you deliberately publish again.

Create a form with OneCraftThe draft and live split, and the choice between updating in place and a new version
The Publish tab of the form builder with the Access Control card highlighted
The Publish tab: the live link, the access type, and the choice between updating in place and a new version.

Two copies, one link

The form you edit is the draft. The form the link serves is the published version. They are separate records, and saving in the builder only writes the draft. That is why you can rewrite half a form during a campaign without anybody seeing a broken state, and it is why an edit you made yesterday might not be live yet.

Update in place, or publish a new version

Publishing offers two paths. Updating the current version in place changes what the link serves and keeps one version number. Publishing a new version leaves the old snapshot intact and makes the new one current. Neither changes the link itself, so the choice is only about how much history you want to keep.

Which one to pick

Update in place for anything that does not change what a response means: fixing a typo, clearing up a help text, swapping the theme. Publish a new version whenever old and new responses would answer different questions, which covers adding a required field, changing what an option means, or restructuring a section. That way the version number in your data explains the difference later.

The part people forget

Access settings are published with the version. So if you change a form from public to key protected and only save, the live link is still public. Any change to who can open a form needs a publish before it takes effect.

How it works, in three steps

  1. Step 1

    Edit freely

    Saving writes the draft. The live link is untouched however much you change.

  2. Step 2

    Choose in place or new version

    In place for wording and design. A new version whenever the meaning of a response would change.

  3. Step 3

    Publish, and check the access type

    Access settings travel with the version, so confirm the published version has the access you meant.

The full walkthrough with screenshots is in the guide Publish updates without breaking your live link.

Limits worth knowing

See it on a finished piece

Questions people ask

Will editing a live form break the link I already sent?

No. The link serves the published version, and editing only writes the draft. The link itself never changes.

When should I publish a new version instead of updating?

Whenever a response collected before the change would mean something different afterwards. Adding a required field or changing what an option means both qualify.

I changed the access type and nothing happened. Why?

Access settings are stored with the published version. Publish the form and the live link picks them up.

Make your own form

The button opens the generator with this use case already described. Change the wording to match yours, generate, then edit anything you like.

Create a form with OneCraft

Related pages

More finished work of this kind is on the form examples hub.