Tracking Changes Made on a Form

How to track changes on a form

You may have policies and procedures that you need to follow that require the ability to see changes made to a form. By tracking changes made on a form you can view the details about the changes made, after the first save of the form, including the date, version, and user who made each change.

  1. Create or open a form that you want to track changes.
  2. Click  (Default Settings) on the toolbar to open the Form Settings window.
  3. On the General tab, toggle on the Track Change Management option, then click OK.
  4. Now when you make changes to the form, they are tracked.
  5. Changes made can be viewed in the Change Log. The log displays the date and time of the change, the type of change and the details.
  6. From the Submissions and Logs menu on the left, select Logs. Select Change from the Log Type drop-down list.
  7. Select the form you want to view change information for or leave this blank to see changes for all forms for a date range.
  8. Enter a start and end date, then click Find.
  9. The details for each change are displayed.