Draft forms

Draft mode is where your form is at as soon as you create it - your content is still being worked on, so it is considered a draft. In this state, you can add sections, questions and their answers, and modify them at will within the safety of a working draft.

Draft Mode allows you to:

• Build and update forms without affecting your live form

• Create, reorder sections and questions with ease

• Add conditional logic

• Add eligibility logic

• Safely make iterative changes, then publish when ready

Changes you make in Draft Mode are not live until you publish them — giving you room to experiment and collaborate safely.

How can I tell if my form is in Draft mode? What about the version?

You can easily tell if your form is version 2.0 by looking at the title area, where it will also show whether the form is in Draft or Published mode.

Building your form

Each form is made up of sections, which contain questions, which may include answer options. Each of these elements is fully editable in Draft Mode. Depending on the type of form you want to build, the way you'll want to structure each. 

We recommend reading through the following articles to understand all of the resources at your disposal to build your form:

Sections

• Creating and editing sections
• Moving sections
• Removing sections

Questions

• Creating and editing questions
• Conditional questions
• Moving questions
• Removing questions
• Creating and deleting verifications

Checking for errors

Most of the time, you'll be working with your draft iteratively and possibly with others, collaborating on the structure and design of the form you want. Once you're ready or close to done with your form, check for errors to ensure the content is valid - this will help highlight any issues in structure or logic, and help you fix them easily before publishing.

1. On the bottom action bar, click "Check for errors

2. There will be a floating message on the bottom right indicating the result

•  If it is red, it will read the amount of errors found. That's ok! Each error will be highlighted in the place it is at - a section or a question - so it is easy for you to spot and learn how to fix it. Errors are typically related to sections or questions being in the wrong order for your logic to work properly, or unique sections or questions that are asked more than once.

• If it's green, it means no errors were found so you're good to go! You can now move on to Publishing when you're ready 🎉

3. Once you fixed any errors that may have popped up, repeat from step one!

Publishing

1. At the top of the form builder, switch it from Draft to Published

2. Confirm once you're ready. That's it, your form is now Live! 

What now?

Once your form is Live, you may still need to make a few changes every now and then. Read more about how to edit published forms.