View Form Versions

   MaestroPreviously known as Transact Maestro.  |    Form BuilderPlatform Developer  |   v21.05 This feature was updated in v21.05.

Journey Maestro allows you to view and manage form versions.

To view the list of form versions:

  1. Open your project in the Navigator pane and click Forms to view the list of forms created in your project.
  2. Select a form in the Forms folder to view available versions of this form .
  3. view the list of form versions in Maestro

    The forms are listed in ascending order based on form version. The list includes the following information, which helps you use forms correctly:

    • Version - a form version
    • Tag - whether a form version is tagged or not
    • Description a form version description
    • Modified by - who modified a form version
    • Last Modified - when a form version was modified
    • Created By - who created a form version
    • Created At - when a form version was created
    • Built - this flag is set when there is a corresponding built form where the form developer has edited a form version and clicked Build in the editor and there is a Manager Form Version. In this case, if you use the Delete JM Form Versions functionality, described below, it will delete the built form and deleting the form design version will also delete the built version as well. If the Built checkbox is selected, the Download JM Form Version button is available, so you can use it. Otherwise, you need to open the form version in Maestro and build the TM Form Version of the form.
  4. Click Edit Version to open a selected form version in the Maestro editor for editing.
  5. Click New Version to create a new version of a selected form.
  6. Click New Tag to tag a selected form version.
  7. Click Delete Version to delete the selected form version.
    Note

    Use Shift or Ctrl key to select multiple form versions.  |  v21.05 This feature was introduced in v21.05.

  8. Click Export Versions to export the selected form versions.
    Note

    Use Shift or Ctrl key to select multiple form versions.  |  v21.05 This feature was introduced in v21.05.

  9. Click Download JM Form Version to download a form version deployed in Manager. This button is only available for selection once the form version has been built at least once.  |  v21.05 This feature was introduced in v21.05.
  10. Click Delete JM Form Versions to delete a built form version from a Manager instance where it is deployed but leave the form design in Maestro.
    Note

    Use Shift or Ctrl key to select multiple form versions.  |  v21.05 This feature was introduced in v21.05.

  11. You can use this functionality to solve the following project issue. Each form you build needs an organization wide unique name in Manager. Now, if you want to use the same form name in a new project, you must delete the previously published forms that use that name, for example, My Application Form, and start using the other form to publish to the same name. If you delete a project, form design or form design version, it will also delete the published form, otherwise the published form is "orphaned". If you have access to the Manager dashboard, you can do it manually from there. However, this features allows you to do it straight from the Maestro dashboard.

  12. Click Download JSON to download JSON files of the selected form versions.
    Note

    Use Shift or Ctrl key to select multiple form versions.  |  v21.05 This feature was introduced in v21.05.

  13. Double-click a selected form version to view the form version's details where you can update the Description field. Click Save to update the changes.
  14. Note

    You can't update the name and version number of the form.

  15. Select the Details tab to see the form details where you can update the Name and Description fields. Click Save to update the changes. .

Next, learn how to export form versions.