Form Versions

As you update and edit forms, a new version is created.

Applies to: 
cb Admin

Form Version Rules

  • One form can have multiple versions of itself.
  • You can only create new versions of forms in the live stage.
  • Each new form can be assigned to different users by tagging the form with a specific access rule by license status, provider type or whether they are an internal or external user to Casebook (see form tagging for more information)

Making New Form Versions

If, and only if, a form is live, you can create a new version of the form. Here’s how:

  1. On the list of forms under “Live,” find the form you want to work with.
  2. Click  create new version next to the form.
  3. Edit the form.
  4. Under “Notes,” write notes about how this version of the form is different from the last version.
  5. Assign the appropriate access to the form by answering:
  6. Should this form be available to all provider types, license status? *
    YesNo
    Should this form be available to cb Access users? *
    YesNo
  7. Click   save to save the new form version as a draft.
    • Alternatively, click   move to in review to save the new form version within the in review stage.
  8. You now have two versions of the form, V1 and V2. V1 is in the live stage while V2 is either in the draft stage or in the in review stage.

Publishing a New Version and Archiving an Old Form

  1. On the list of forms under either “Draft,” or “In Review,” find the new version of the form that you want to publish.
    Note: This form must have an older corresponding version that you want to archive. Each version must have the same title. The versions should be labeled as V1, V2, and so on.
  2. Click  move to next to the form you want to publish.
  3. If the new form is still not in the live stage, click  move to a second time next to the form you want to publish.
  4. The old version of the form now appears under “Archive.” It has been archived.

Template View

template is a pre-formatted file that serves as a starting point for a new document.

  • Form tagging is not available on templates; once a template is promoted to a draft from, then access rules will be applicable