Publish an intake form

Publish an intake form's draft so it goes live, create a new draft from the live version when you need changes, and retire a version you no longer want.

In the sidebar, open Intake, then Forms. The page address is /intake/forms/ followed by the form. The workspace keeps a draft you can edit and a live version customers see. Publishing freezes the draft into the next live version; the live version never changes underneath you.

Before you start

• Saving a draft needs permission to manage intake versions. Publishing needs a separate permission to publish intake versions; without it the Publish draft button stays off.
• Check the draft first. Press Save draft so the version you publish is the one on screen.

Steps

1. Open the form from the Forms list. The header shows the form name with chips for its status, the draft version and the live version.
2. Press Publish draft at the top right. A confirmation opens with Draft notes and Release notes boxes where you can write what changed for your team.
3. Press Publish version. The draft becomes the live version, its chip changes to show the new version number, and the Live version card updates.

To change a form that is already live:

1. If the header shows Create draft instead of Publish draft, there is no editable draft. Press Create draft (or Create editable draft in the main panel). Nova copies the live version into a new draft.
2. Make your changes in the Draft Version Editor and press Save draft.
3. Press Publish draft, then Publish version, as above.

To take a version out of service, find it under Version History on the right, press Retire on that version, then confirm with Retire version. Retiring needs the same permission as publishing.

What you see

• The four cards under the header show Form key, Versions, Live version and Updated.
• Version History on the right lists every version with its state and when it was published, so you can see what was live when. A draft there has its own Publish button. Above it, Version Lifecycle offers Create new draft when there is no draft.
• All forms in the header returns you to the list.
• Where a form is shown to customers (a hosted page, an embed on your website) is set in Settings, under Website & Forms, then Form Publishing; publishing a version does not change where it appears.

If something looks different

• Publish draft is off: your role can edit drafts but not publish them. Ask your admin.
• The header reads Create draft and the main panel says the form has no editable draft: this is normal for a form that was just published. Create a draft to keep editing.
• Customers are still seeing old questions after you published: they may have the old page open. A fresh visit shows the new version.
• Submissions from the form are not arriving: see Work the intake inbox to check filters and moderation.

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