Edit a Form Template

  • Updated

Who this article is for

  • Dashboard Users with access to Forms in the Assignar Web App.
  • Those responsible for building and distributing Forms to workers.

 

Video Overview

How to edit a Form Template

  1. Go to Field Data > Forms 
  2. Click on the Templates tab
  3. Search for your desired form template and click on it
  4. Make the appropriate edits
  5. Save

Need to edit a Form Template that already has Form Results?

If you've built a form, had workers submit Forms against it and you want to edit the form e.g. remove a question, you will find that the question's delete button is disabled. This is because you cannot delete form questions with results against them. To work around this, you will need to copy the Form.

 

1. Copy the Form Template

  1. Click the ellipses icon  next to the form template you wish to duplicate
  2. Click Copy > OK
  3. In the copied Template, make the required changes
  4. Tick the Publish box 
  5. Save

Screenshot 2025-10-31 at 4.07.10 PM.png

 

2. Archive The Old Form Template

  1. Next to the old Form Template, click the icon.
  2. Click Archive > OK
  3. Your Form will be moved to the Archived Forms page.

 

 

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