How to Manage Channel Form Configuration, Versioning & First-Visit Assignment

The Channel Form Configuration feature allows Admin Users to manage how channel creation forms are presented to employees while maintaining version control over configuration changes. This ensures that channel registration requirements remain consistent, even as business needs evolve over time. In addition, organizations can assign specific forms to employees who create a new channel, allowing important data to be collected during the first visit to that channel. In this guide, you will learn how channel form configuration, versioning, and first-visit form assignments work together to support channel onboarding processes.

Configuration changes are version-controlled to preserve a consistent experience for employees who are already filling out a form, while newly started sessions automatically use the latest configuration. First-visit form assignments are applied only to eligible future visits, helping organizations capture required information at the right moment without affecting previously completed submissions. This approach supports accurate data collection, operational flexibility, and a reliable audit trail for channel creation activities.