Manage Draft Forms

Use draft forms to build and review a form before it is published. In Custom Forms > Forms, you can edit a draft, preview how it will look to users, copy it as the starting point for another form, or remove it when it is no longer needed.

When you preview a draft form, the form configuration is included so you can verify required fields, validation, and display settings before you publish. If you need to confirm what happens after a form is published, see Publish Forms.

Edit forms

Edit a draft form when you need to adjust fields, layout, or configuration before publication.

1. Go to the Custom Forms > Forms tab.

2. Select the action menu next to the form and then Edit.

The form will open in Edit Mode.

Preview forms

Preview a draft form to check the user experience before you publish it.

1. Go to the Custom Forms > Forms tab.

2. Select the action menu next to the form and then Preview.

A preview of the form opens in a new page and includes the current configuration, such as required fields and validation settings.

Tip: You can also download a PDF from the Preview Form page if you need a static copy for review or approval.

Download form previews

Download a preview when you want to review the form as a file or share it with others for feedback.

1. Go to the Custom Forms > Forms tab.

2. Select the action menu next to the form and then Preview.

3. From the Preview Form page, select the Download button.

4. In the Download Form screen, choose what to include in the download.

   1. Select the content and conditional logic to include in the output.

      • All sections and fields in the order they were placed on the form. Conditional logic does not apply.

      • Only what is visible in the preview. Conditional logic does apply.

   2. Optional - Select Include form version on download to print the form revision, such as v1 or v2, on the output.

5. Select Download to generate the PDF file.

Copy forms

Copy a draft form when you want to reuse the structure of an existing form without changing the original.

1. Go to the Custom Forms > Forms tab.

2. Select the action menu next to the form and then Copy as draft.

The copied form opens in Edit mode. After you select Save, the copy is saved as a Draft.

Delete forms

Warning: This action cannot be undone.

Delete a draft form only when you are sure it is no longer needed.

1. Go to the Custom Forms > Forms tab.

2. Select the action menu next to the form and then Remove form.

3. Confirm the action to remove the form from the system.