Publish request form changes

Changes in the Request form Editor don't reach customers until you publish them. Publishing creates a new version of request form.

Save a draft

Select Save draft to keep your changes without affecting the live form. The request form shows Unpublished changes until you publish.

Publish

1. Open Request form Editor and choose the request type.

2. Review your questions. Fix any marked Needs attention.

3. Select Customer preview to check the form.

4. Select Publish now.

When publishing finishes, new customers see the updated questions right away.

What happens to existing requests

Each request remembers the version of the request form it was submitted with. When you publish changes:

• Existing requests keep their original questions and answers.

• Deleted questions stop appearing on the form, but their answers stay on older requests.

• New questions only appear on requests submitted after you publish.

Common validation messages

If someone else is editing

If the request form changed in another session, you'll see This request form changed in another session. Reload to get the latest version. Reload, reapply your changes, and publish again.

Leaving with unsaved changes

If you try to leave the Request form Editor with unsaved changes, you'll be asked whether to Keep editing or Discard changes.