Revising an existing Published Form

[CPSIG]

My client has asked me to revise a current form to make it shorter. I will be removing several of the fields.

My question are?

Will the changes (fields being removed) cause issues with the data that has already been collected?

Should I edit the form I have already created by removing fields or should I create a create a new form and install it to replace the existing form?

Thank you,

Steve B.

[The Assurer]

Should I edit the form I have already created by removing fields or should I create a create a new form and install it to replace the existing form?

“Best change control practices” say that you should create a new form. That way, you have the original as a backup. Remember to use the same field names as the original (that you want to keep).

[mbrsolution]

Hi, are you using the Form Builder addon?

Regards

[CPSIG]

I should have mentioned that, Yes, I am using the Form Builder add on.

Thanks,

Steve B.

[The Assurer]

There is nothing preventing you from simply editing an existing form. But as a matter of “best practices,” you should always have a backup; as previously mentioned.

[Author]

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