Restore Deleted or Edited Form Templates

PracticeQ allows you to restore form templates that you have accidentally deleted, or restore a previous version of a form that you have edited. 

This allows you freedom to test new form layouts for your questions, or update your forms without worrying about losing your previous form. Please note that you can also Duplicate a Form before making your edits.

Restore a Backup Copy of a Deleted or Edited Form Template

  1. Click My Forms.
  2. Click the three dots icon on the top right and select Backups.

  3. The Backups page will display; locate the form from the list.
  4. Click the date you wish to restore. The system creates backups when you edit a form and just before it is deleted; therefore, there may be numerous dates and times under each form.
  5. The system will give a confirmation message when the form has been restored. 

Notes: 

  • Restoring the form will not remove it from the list of backups.
  • The form will be restored to the same folder it was in when it was deleted or edited.

Restore a Deleted Form Submitted by a Client

  1. Click Lists → Clients and open the client's profile.
  2. Select the Events tab.
  3. Locate the event titled Intake Deleted; click the blue restore link.
  4. The form will be restored to its previous state on the client's timeline. 

Note: Forms can be restored for up to 14 days using this method.

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