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Scenario: Form Version Rollout

This scenario explains safe rollout of a new form version without losing traceability.

Scenario Goal​

Replace an active form version with a new one while preserving historical data integrity.

Step 1: Prepare New Draft​

  1. Copy existing draft or recreate based on active version.
  2. Apply required structural changes.
  3. Validate labels, required fields, and option lists.

Step 2: Controlled Release​

  1. Open Release Form Design.
  2. Select updated draft and release.
  3. Confirm overwrite prompt if an active version already exists.
  4. Verify old active version becomes disabled.

Step 3: Post-Release Checks​

  1. Submit one test entry with new release.
  2. Confirm old records remain queryable under previous release snapshot.
  3. Notify operators about new version switch point.

Rollback Plan​

  1. If severe issue found, re-enable previous valid release.
  2. Disable problematic release.
  3. Communicate rollback and root cause.
  1. Publish Form
  2. Role Onboarding and Permission Model