Reverting to the default version of a form

If you customized a form and you want to revert to the original, default version, consider these questions:

  • Did you verify that the form has been customized?

    To see whether a form has been customized, select Help > About This Form. If the form version is not Vendor Default, then the form has been customized.

  • Who are you?

    If you are not a Vendor Developer or a Site Developer, you can revert only those changes that you personally have made to the form.

  • What do you want to revert to?

    If you have Site Developer, Full User, or Basic User editing permissions, you can cancel customizations to the form and any associated global form objects and restore another version according to this hierarchy:

    • A user version reverts to a group version, if one exists.
    • A group version reverts to a site version, if one exists.
    • A site version reverts to the default vendor version.
  • Do you want to save a copy of this version?

    If you have Site Developer editing permissions, you can copy the customized form to a new form name before you revert the form definition. Then, after reverting the existing form, you can copy any customizations that you want to keep, from the copy to the new standard form.

    To make a copy of a form, select Form > Definition > Copy and then specify the Source and Target form names. For example, you could specify CustomerOrderLines for the Source form and Site_CustomerOrderLines for the Target form.

You have two options for reverting a form: