How to track changes to Gravity Forms and restore prior versions

How to save revisions in Gravity Forms and restore prior versions

Written by Casey Burridge

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Have you ever needed to restore an older version of a Gravity Form? I know I have!

For many people, forms are an integral part of their websites. Not having a way to back up form data can lead to loss of important information.

By default, Gravity Forms does not store revisions for forms or entries. In order to track revisions to your forms or entries, see who made changes, and restore prior versions, you’ll need GravityRevisions. In this post, I’m going show you how it works!

What is GravityRevisions?

GravityRevisions is an add-on for Gravity Forms that enables you to store form revisions, see who made changes, see what changes were made, and restore prior versions. Essentially, Its a full-scale version control system for Gravity Forms!

What’s more, GravityRevisions enables you to store revisions made to forms and form submissions.

Saving form revisions when you edit a form

After installing GravityRevisions, you can begin to track any changes made to your forms. To enable form revisions, go to your form’s settings page.

The 'Settings' link that appears when hovering over a form in the list on the Gravity Forms Forms page

Next, scroll down to “Form Options” and toggle the option labeled “Enable form revisions”.

A toggle labeled 'Enable form revisions'

After saving the settings, GravityRevisions will begin to save all revisions made to your form. You can view these revisions by clicking on the “Form Revisions” tab on the left. Here you’ll see a list of form revisions, including the user who made the change, the time the change was made, the number of fields the form had at that time, and links for previewing, restoring, or deleting the revision.

The 'Form Revisions' page in Gravity Forms; here there is a list of form revisions which include the person who created it, and when it was changed.

If you want to see what the form looked like at a previous point, simply click “Preview”. If you want to restore a form to a prior version, click “Restore”.

A list of links form each form revision; 'Preview', 'Restore', and 'Delete'.

Here’s what the form preview looks like. As you can see, the form opens in a new modal, enabling you to see how it looked at a previous point.

A preview of a Gravity Forms inside a popup modal

Now let’s see how to save changes made to your form submissions.

Saving changes made to form entries

After installing GravityRevisions, it will automatically save revisions made to your form entries. To view these revisions, you’ll need to open the entry in Gravity Forms. To do this, open your form and click on the “Entries” link at the top to see a list of your current form submissions.

The 'Entries' page for a Gravity Form labeled 'Grant application'.

Next, hover over one of the submissions and click “View”. Now scroll down to “Entry Revisions”. Here, you’ll see a list of revisions made to the entry, including the user who made the change and the time it was made!

To view the revisions, simply click on the linked timestamp. Here you’ll see a side-by-side comparison of the current entry and the revision, enabling you to see exactly what changed. To restore prior values, simply select them and click the restore button below!

A page showing what changes were made to a form submission.

Receive an email when changes are made

If you want to be notified when a form submission has been edited, you can set up a notification email that gets triggered when a new revision is saved.

To do this, go to the form settings, cick on “Notifications” and then click “Add New” to create a new email notification. Now click on the drop down field labeled “Event” and select “Entry is updated, revision is saved”. This will ensure that the email only sends once a new entry revision is saved.

A new Gravity Forms notification. The 'Event' property is set to 'Entry is updated, revisions is saved'

Next, scroll down to configure the email itself. Here you can use merge tags (underlined in red) to populate the email with dynamic content.

A Gravity Forms email notification message body

I like to use the {entry_revision_diff} merge tag, which shows exactly what was changed when the entry was updated.

💡 Pro tip: Read our ultimate guide to learn more about Gravity Forms merge tags.

Start tracking changes to Gravity Forms forms and entries

Unlike WordPress post types, Gravity Forms revisions are not saved by default. This can be frustrating considering how important forms are for most websites. However, it is possible to track changes made to a form using the powerful GravityRevisions add-on.

Using this add-on, you can see when a form (or submission) was last changed, what changed, and who made the change! You can also preview form revisions and restore prior versions.

If you’re in need of version tracking for Gravity Forms, get GravityRevisions today!

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