Publish a template

You can only create requests from published templates. Each time you publish, a new version is created, and that version never changes.

Try it first

1. 011. In the editor, choose Preview.
2. 022. Switch between Customer view and Business view, and between Phone and Desktop.
3. 033. Type test answers and choose Check answers to see which validations fail and which questions appear based on conditions.
4. 044. If something is missing, choose Keep editing.

Publish the version

1. 011. Choose Publish version. The button shows the number, for example Publish version 2.
2. 022. If Check this before publishing appears, fix each item with Fix in the editor and try again. For example, two questions with the same key or a choice question with no options.
3. 033. You will see Template published · v2.

How versions work

• New requests use the latest published version.
• Requests already sent keep the version they were created with. Your customer never sees questions change halfway through.
• If you edit a published template, you will see Unpublished changes until you publish another version.