Forms – ReferencePublishing, sharing, copying a link and deleting

Publishing, sharing, copying a link and deleting

How publishing, Manage Sharing, Copy URL and Delete Form behave.

Publishing

ItemBehavior
Publish Draft (configuration) or Publish (row menu)Makes the latest configuration the published version. A confirmation reads "Draft published successfully."
After publishingLater edits stay unpublished. The information icon beside Published shows until you publish again.

Manage Sharing drawer

FieldReq.Values
Sharing modeYesDon't Share, All Network Partners, Specific Network Partners.
Trade partnersConditionalSelector enabled for Specific Network Partners.
Save Sharingn/aSaves the choice.

Recipients receive access to the published version.

Copy URL

Copy URL copies a link to the form and shows "Form URL copied to clipboard." Known limitation: the copied link does not currently open the form or show a preview. Suppliers reach a shared form through Compliance → Forms → Forms List.

Delete Form

ItemBehavior
DialogDelete Form? with the form name, and Cancel and Delete.
Result of DeleteThe form is removed from your forms. Deleting cannot be undone. Recipients lose access and can no longer submit that form. A replacement form must be created and shared again. The dialog itself states only that the form will be removed.