You are viewing documentation on our legacy Workflow Forms Feature. Click here for help with our Workflows Product instead.
We've introduced a new way to make edits to an already published Workflow Form . You can now un-publish your Workflow form in order to make small changes. To edit your Workflow form, click the "Make edits" link from the Build page of your form.
Un-publish to Edit the Workflow Form
When you get to the editing step, you're presented with the option to either "Un-publish and Edit" or "Copy Workflow Form". Un-publishing your workflow form will halt activity on your form so that you can make edits. If you need to make large scale changes to your form, we advise copying your form rather than un-publishing.
Un-publish your workflow form if you:
• Want to make small copy changes
• Need to add a step at the end of the workflow form
• Don't have a lot of submissions
If you currently have in-progress workflow form submissions, you'll be asked what you'd like to do with those submissions on the same page. We advise marking all in-progress workflow forms as complete before continuing. This helps avoid having missing data for in-progress workflow forms if too much is altered on the form. We also conveniently export your submissions for you and make those available in the Submissions Tab. A download link is also emailed to your login address.
Once your workflow form is unpublished, you're free to make edits. When you're finished, publish your workflow form again form the Workflow Editor. You can recap how to publish a workflow .
Please Note
• If you edit or delete an existing field, previously collected data will be affected.
• If you move any "in-progress" submission to complete status, we do NOT force integrations to run in this scenario. You'll have to click into the individual submissions and force run any integrations.