Undo, redo, and restore versions in forms and surveys

JourneyCARE keeps a version history for every form and survey: each save captures a new version, and you can preview and restore any earlier version from the builder. While you work, Undo and Redo reverse and reapply the most recent edits. Version history is especially valuable when multiple administrators work on the same form.

Undo and Redo

Undo reverses your most recent change in the form or survey builder, and Redo reapplies a change you just undid. Use them to recover an accidentally deleted field, reverse a formatting change, restore a field that was moved, or undo an incorrect edit. Undo and Redo work together, so you can move backward and forward through recent edits while designing the form.

How version history works

Every time you save the form or survey, a new version is created automatically, and each edit is captured as a distinct version. Open the versions icon in the builder to see a list of all available versions with timestamps and version numbers.

Preview and restore a previous version

You can preview any previous version directly in the builder and restore it when needed.

Open the versions icon in the form or survey builder.
Select a version from the list. The current version is labeled in the list.
Preview the version in the builder.
Click Restore Version to make it the working version.

Restore when a recent update introduced problems, a form needs to return to a previously working state, multiple edits need to be reversed, or you want to recover content removed during a redesign. Restoring can save considerable time compared to rebuilding the form from scratch.

When to use version history

Consider restoring a previous version when testing reveals unexpected behavior, important fields were removed, a recent redesign isn't working as intended, or you want to compare older and newer versions of the form.

Best practices

Save your work regularly while editing.
Test major changes before publishing.
Make one group of changes at a time so they're easier to review.
Duplicate a complex form before making extensive modifications.
Review the form after restoring a previous version to confirm everything works as expected.

Common mistakes

Assuming Undo can recover changes made in previous editing sessions.
Publishing a restored version without testing it.
Making multiple unrelated changes at once, which makes troubleshooting harder.
Overwriting a working form without first considering whether a duplicate would be safer.

Create a form — build and publish a form.
Set up conditional logic in forms and surveys — make forms react to answers.

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