Edit an existing form

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If you want to make changes to or finish building a saved form or subform, you can do so in a few steps:

  1. Go to Forms > My Forms in the left navigation menu of the portal.

  2. Go to the Forms or Subforms page depending on the form you wish to edit.

  3. After finding your form, select Action > Edit Form (or Edit Subform).

  4. This will take you to the Form Builder, where you can edit the form fully.

Action menu with Edit Form option selected

Note

If you are on the Form Details page (Action > Form Details), you can select the Edit Form button in the top-right corner to edit the form.

Edit Form button on the Form Details page