Editing a Form

A form is the mechanism by which you are able to generate records. It is similar to a form that you would fill out to catalog an artifact or object. It can contain multiple pages and various field types. A form will determine the types of metadata that is generated for a project. Each project can have multiple forms depending on the types of objects you are recording or who your target audience(s) are.

You may want to edit a form you have previously created, either to change the name of the form, edit the description, make the form a preset, edit users and administrators of the form, or to delete the form.

Follow the steps below to edit a form:

  1. Open your current project (You can find the list of your projects by clicking on the Projects button on the top menu).

  2. Scroll and choose the form you would like to edit, then click the button Edit Form Info.

  3. This will bring you to the Edit Form page. Here you can edit the Form Name and Description. You also have the option of setting this form as a Preset, which will allow you to apply this forms information and layout structure to a new form.

  4. Here you also have the option of editing form permissions. This is where you can add new administrators and users to your form. For more information, visit the Additional Form Administrators Guide and Adding Users to Forms Guide.

  5. Once you are done editing your form, click the Update Form button at the bottom of the page.

Deleting a Form

If you wish to delete a form follow the step-by-step instructions below:

  1. Open your current project (You can find the list of your projects by clicking on the Projects button on the top menu).

  2. Scroll and choose the form you would like to edit, then click the button: Edit Form Info.

  3. This will bring you to the Edit Form page. Scroll to the bottom of this page until you see the red trashcan button (located below the blue Update Form button). Click the trashcan button.

  4. A popup will appear asking you to confirm that you would like to delete the form. Click the red Delete Form button.

  5. A pop-up will appear on the top right corner of your screen notifying you that the form was successfully deleted.