Publishing a form means your changes will become visible in the app and on workorders.
When you create a new form, edit an existing one, or make it inactive, the change is saved as a draft and won’t be visible right away. To apply the change, you need to publish it.
This means you can save your progress and continue working on the form later. Once you're ready and want the changes to apply to everyone, you simply publish it.
How to see if a form is available in the app
You can easily check which forms are available in the app by looking at the form overview.
Go to the Form design in the main menu.
Look at the column Available in the app.
Here’s what the symbols mean:
✅ Green checkmark – the form is available in the app.
⬜ Empty box – the form is not available in the app.
Publishing a form
Click “Publish” in the menu.
Confirm by clicking Publish.
Confirm that you want to make the form available in the app. Click Yes to continue.
If the publishing is successful, you will receive a confirmation.
Users only need to synchronize the app — after that, the new form will be available.
Versions and updates
If you update an already published form, any forms that have already been filled in will not be affected — the changes only apply to new forms filled in after the update.
The form list – overview
In the form list, you can see the current status of your forms:
Draft (unpublished) – Drafts that are not yet available.
Draft (with changes) – Forms that are available but have changes waiting to be published.
Draft (for deactiviation) – Forms that are marked for removal from the list of available forms; publishing is required to deactivate them.
Published forms – Forms that are active and available for use.
Disabled forms – Forms that are no longer available.
By keeping track of the status, you can easily manage and update your forms when needed.
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