Form Submission Versioning

 

 

About

As a form submission progresses through a job workflow, new versions of the submission are saved to keep track of changes. Older versions are saved in an archived state and are retained as long as the completed form submission is available. These archived versions are an invaluable reference when tracing the path of a form submission, job workflow, or completing an audit.

For more information on viewing form submissions in the portal, please read: Viewing Individual Form Submissions in the Portal.

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When is a new form submission version made?

A form submission version is created when:

  • the form is dispatched,
  • the form is submitted,
  • the form is edited and re-submitted.

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How to View Past Versions of a Form Submission

  1. Navigate to the Data page and select the appropriate form submission.
  2. Select Version History from the dropdown menu next to the ID number.
    2019-01-10-EditFS-VersionHistory.png

  3. Select which version of the form you wish to view from the sequential listing on the next page.
    2019-01-10-EditFS-VersionHistory2.png
    • Form Submission Version: These are sequential, with 1 being the oldest version, and the highest number being the newest.
    • State: This lists the form submission state. For more information on states, read: Viewing Form Submissions: Data Record State
    • Workflow Action: The most recent state this form submission was in.
    • Last Updated: The latest update to the form submission on the web portal. Currently, this changes when you dispatch a form, when a submission comes in, or you send a form submission for editing.
    • Submitter: The person who hit "Submit" in the mobile app for the listed version.
    • Owner: This column lists who is responsible for the next step with the form submission, i.e., has it on their mobile device. If the form submission is complete (Edited) it will not display an Owner. This applies to form submissions that have been Sent for Editing, and that have been Dispatched to a user.

  4. Select the submission version you wish to view.

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