Morf Form Environments & Form Promotion

Form Types

Form type	Published?	Webhooks sent to
Live form	Yes	Morf production (live URL)
Test form	Yes	Morf staging (test URL)
Preview draft	No	No webhooks sent

Set Up Webhooks

Navigate to Integrations > Webhooks.
Set the URL to your Morf production webhook URL. You can find this in a Feathery production workflow trigger under Connect. It will start with https://api.morf.healthcare/webhooks/
Set the Test URL to your Morf staging webhook URL. You can find this in a Feathery staging workflow trigger under Connect. It will also start with https://api.morf.healthcare/webhooks/

Make sure your Feathery API keys are added on the Morf dashboard Integrations page.

Working with Promotable Forms

1. Create an Environment logic rule

This logic rule lets you dynamically set variables and field options based on whether the form is running in test or live mode. Configure the rule to trigger when the first step is loaded.

View code

if (feathery.isTestForm()) {
  // staging logic
} else {
  // production logic
}

2. Create a promotable copy

Go to Settings > Form Promotion > Create Promotable Copy.

All changes must be published before you can create a promotable copy.

3. Configure the new promotable form

A new form will be created with a (staging) suffix. This is your promotable form.

Update the trigger in your staging Morf workflow to execute for events from the promotable form.
In most cases, only use the test form in your promotable form. Test form webhooks are sent to Morf staging; live form webhooks are sent to Morf production.

4. Make changes in your promotable form

Use the Environment logic rule to dynamically update field options. Use Field.options to specify which values appear in staging vs. production.

Hardcoding changes to field options in a promotable form will deploy those values to production when the form is promoted.

Example: Testing a new option for the symptoms field

View code

if (feathery.isTestForm()) {
  env_form_id.value = "<test form id>";
  symptoms.options = ['headache', 'cough', 'fatigue', 'dizziness'];
} else {
  env_form_id.value = "<live form id>";
  symptoms.options = ['headache', 'cough', 'fatigue'];
}

Stylistic changes and updates to logic rules will only deploy to production when the form is promoted.

5. Promote your changes

When you’re ready and all changes have been published, click the dropdown next to Publish > Promote Form. Before promoting, you’ll see all linked fields — changes to these fields will be pushed to your original live form.

6. After promoting

You’ll have three forms:

Live form — with recently promoted changes
Promotable form — your staging version
Rollback copy — a snapshot of your live form prior to the promotion (suffix Rollback)

7. Rolling back

To revert the promotion, open the rollback form and select Rollback in the Publish dropdown. This reverts your live form, and the rollback copy is deprecated.

Integration Guides

Morf Forms

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Morf Form Environments & Form Promotion

Form Types

Set Up Webhooks

Working with Promotable Forms

1. Create an Environment logic rule

2. Create a promotable copy

3. Configure the new promotable form

4. Make changes in your promotable form

5. Promote your changes

6. After promoting

7. Rolling back

​Form Types

​Set Up Webhooks

​Working with Promotable Forms

​1. Create an Environment logic rule

​2. Create a promotable copy

​3. Configure the new promotable form

​4. Make changes in your promotable form

​5. Promote your changes

​6. After promoting

​7. Rolling back

Form Types

Set Up Webhooks

Working with Promotable Forms

1. Create an Environment logic rule

2. Create a promotable copy

3. Configure the new promotable form

4. Make changes in your promotable form

5. Promote your changes

6. After promoting

7. Rolling back