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myosh Help Logomyosh help
Form Editor OverviewEditing an Existing FormAdding SectionsUsing TemplatesAdding QuestionsAdvanced Validation RulesLinked Records ConfigurationText Fields (Single Line)Signature FieldsLabel FieldsMultiselect Checkbox FieldsSelect Fields (Dropdown)Date FieldsRadio Button FieldsPerson Select FieldsUpdating or Deleting Existing Fields
Basic Form Editor

Editing an Existing Form

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

Steps to Edit

  1. Select 'Administration' from the menu panel.

  2. Ensure the 'Form/Workflow Definition' tab is active (visible by default).

  3. Select the required module (e.g., Incident Reporting, Actions) from the dropdown list.

  4. Double-click the specific form/workflow step combination you want to edit from the list (e.g., Incident - Open Report).

  5. 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.

  6. Configure the added element (details provided in separate help docs for each tool).

  7. 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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Form Editor Overview

Introduction to the Form Editor tools available to Administrators for creating and modifying forms and workflows within myosh modules.

Adding Sections

How Administrators can add new Sections to a form layout using the Form Editor.

On this page

Steps to Edit