Editing an Existing Form

Steps for Administrators to edit the design of an existing form using the Form Editor tools.

Steps to Edit

Select 'Administration' from the menu panel.
Ensure the 'Form/Workflow Definition' tab is active (visible by default).
Select the required module (e.g., Incident Reporting, Actions) from the dropdown list.
Double-click the specific form/workflow step combination you want to edit from the list (e.g., Incident - Open Report).
The form editor interface will open. Drag and drop the required Form Editor tools (e.g., Section, Question, Text Field) from the 'Form definition' panel on the left onto the form layout on the right.
Configure the added element (details provided in separate help docs for each tool).
Select 'Save' at the bottom of the Form Definition page to apply changes.

Refer to specific help documents for details on configuring each Form Editor tool (Section, Template, Question, etc.).

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