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How do changes to a production form/workflow impact in-flight tasks?

Some changes have little to no impact on your in-flight forms and tasks, but other changes can significantly affect, or even break, workflows that are in progress. 

"Safe" Changes

Usually it is safe to:

• Move controls (except for moving controls in to/out of sections, tables and repeats)
• Change control, form or workflow style properties.
• Change control Labels and selection control option Labels
• Edit Messages, email subjects and email messages (such as for task notifications and doc actions.)

Impactful Changes

These changes can impact the forms schema and routing, and thereby may impact forms and workflows that are in-progress.

• Changing a control Name or a selection control Option Value when that control is referenced in business rules, preconditions, and/or task assignments.
  • For example, let's say you change a control name and then perform a pending task for that workflow from your task list. The data entered into the workflow on the prior form version will not display in the task with the renamed control.
• Move a control inside a section, repeat or table.
  • Similar to the above example, data from tasks performed before the change may not appear on tasks performed after the change.
• Making a control required that was previously optional.
• Adding steps with required fields.

• Update the database (or google sheet, or 3rd party system) supplying data for dynamic select control options on form.[load,activate]. Any task performed from the task list that had an option set that was deleted or changed (for example, to fix a typo) from the database displays the control as blank again and required if that was the default. If you're on a workflow step where these fields are now disabled, such as an approval step, you need to reject back to the user of that prior task to re-enter the data.

• This same behavior occurs if you change selection control option values.