Editing a Form Template
After a form is created, you can update it to adapt to new changes in your team's reporting workflow.
To edit a form template:
- Make sure you are in the correct workspace by clicking Home > workspace name.
- Click the Open Settings icon to open Account Settings in another tab.
- Click Form Templates > double click the form template name to open the Form Editor.
- Add, remove, and edit fields using the field editor.
- Click Preview to see how the form would look in the mobile app.
- Click Save to save all updates to the form.