Editing a Form

How to edit a form

To edit a form, select it from the Form and Report Designer menu and make any changes you need. Depending on how much time you need to make your changes, or the extent of your changes, you may want to “un-publish” the form before changing by switching the Publish toggle off. This will prevent the form from being used while changes are being made. Forms are editable while published, so a form may be changed while it’s in use on a mobile device. The mobile user will be using the “old” version of the form until they sync.