Publishing Essentials

Owned by Michael Oatley
Last updated: Jul 14, 2022 by Jessica Henderson
4 min read

How To Publish an App:

Unpublished Apps are flagged with a yellow DRAFT icon and are not initially visible to submitters.
Publishing the app will remove the display of the yellow DRAFT flag from the top left.

The app must be published for users/submitters to view changes.

draft icon

Click Publish at the top right of the page to publish an App.

Publish button

The first time an app is published, the screen below will display as you likely will not have any errors to correct.

 

Unsubmitted document drafts:

  • One chance to enable drafts - Document drafts can ONLY be enabled when the app is published the first time. This setting can be configured only one time.

  • Only on Save - A draft document is only created when the user clicks "Save." Before that, the unsubmitted form/document is only available to the submitter.

  • The submitter is alerted - When the submitter saves the document/form (and this feature is enabled), notification that administrators will have READ access to their content will be displayed.

Previously Published

If you have previously published an app and are making changes to it, the Publish page will display a summary of changes made to the draft and any errors that need to be corrected.  

All errors will need to be resolved prior to publishing the app again.

How to delete a draft without publishing:

Undesired changes can be removed from the app while in Draft Mode by discarding the draft. Users will be unaware that changes were made.

To discard your current draft, go to the Publish screen, and click Discard Draft.

Form URL

Once the App has been published, click Share Form to copy the URL for posting to a website.

There are two options for sharing the form URL. If your form is authenticated (requires a NetID and password), use the top option - Shareable Link to Form. If your form is anonymous for public use without authentication, use the second option - Shareable Link to Form (Anonymous).

Versioning

Modifications to an already live application will only impact new records from the point of publish forward. Any completed records or in progress records retain the version of the form and workflow at time of submission. Any record in draft mode prior to submitting will be updated to the latest version of the form when the submitter tries to open it from their drafts.

Important Notes:


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Application Permissions