Forms
Edit a form
Admins onlyGrowth and above
Change a form's name, description, pages or fields, including a form that is already published.
Where:SidebarForm Library
- Select Form Library in the sidebar.
- Select the tab for the form's status, such as Published, then select Edit beside the form.
- Change the Form Name, Description, pages, sections or fields.
- Select Save Form & Close, or Save & Continue to keep editing.
Good to know
- Changes to a published form only affect tasks you attach it to afterwards, and tasks that already have it keep the version they were given.
- Saving does not change the form's status, so a published form stays published.
- Hydi refuses to save a form with a blank name or a field that is not set up properly, and shows the reason.
Related
- Add pages, sections and fieldsLay out a form with pages, sections and the questions your client will answer.
- Unpublish a formMove a published form back to draft so it no longer appears when you attach a form to a task.
- Publish a formMake a draft form available to attach to client tasks.