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Form Version History

iCM can be set up to save previous versions of forms and their groups for a set period of time. The documentation below is true for public forms, private forms, form blueprints and form snippets.

Site wide version control policies are defined in iCM's Autoconfig, the defaults are five versions for up to 90 days. You can set additional policies in the Version Control Policies section of iCM Management, which also explains how the retention period and number of versions to keep interact.

Access to the history of a form is granted to a user via their Content Privileges.

Viewing Version History

To view the version history of a form group or type, right click on it and select "View history" from the context menu.

From here the "Details" button will let you view the comments added to a particular version when it was submitted.

Select two versions of an item from the list in the top section of the work area and press the "Differences" button to open the Version Differences view.

Restoring an Old Version

To restore an old version of a form or group, open the version history as described above.

Select the version of the form you would like to restore and press the "Restore" button. This will open the selected version of the form in the Forms Designer. To make this version live, save/publish the form as you would when normally editing. You can also cancel edit if you decide you don't want to restore this version.

A new line in the version history will be created, allowing you to undo the restore if needed.

If version policies have been set up so that the version of the form you want to restore is not listed (ie there are not enough versions retained, or the version you want is too old) there is unfortunately nothing you can do.

Restoring Deleted Forms and Groups

To restore a deleted form, you need to look at the version history of the group it was in.

View the version history for a group and you will see a list of any forms that have been deleted from it. Select the form you would like to restore and press the "Restore" button. This will load the deleted form into the editor, ready to be edited and submitted.

Deleting a Version

You can delete a specific entry in the version history by selecting it and pressing the "Delete version" button. When a version is deleted it can never be restored. We have provided this feature so you can remove historic content that may contain personal data that needs to be removed from the database.

Last modified on 05 June 2020

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