Editing a Form Template

After a form is created, you can update it to adapt to new changes in your team's reporting workflow.

Edit Form

To edit a form template:

  1. Make sure you are in the correct workspace by clicking Home > workspace name.
  2. Click the Open Settings icon to open Account Settings in another tab.
  3. Click Form Templates > double click the form template name to open the Form Editor.
  4. Add, remove, and edit fields using the field editor.
  5. Click Preview to see how the form would look in the mobile app.
  6. Click Save to save all updates to the form.