Updating or Deleting Existing Fields
How Administrators can edit or remove existing elements (fields, sections, etc.) from a form layout.
Administrators may need to modify or remove existing elements in a form design. Changes apply to all new records created using that form.
Editing Form Fields
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Open the form in the Form Editor.
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Locate the element (field, section, label, etc.) you want to edit.
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Select the 'Edit' button (often a pad and pen icon) associated with that element.
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Make the required changes in the configuration pop-up.
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Select 'Ok'.
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Select 'Save' at the bottom of the Form Definition page.
Deleting Form Fields
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Open the form in the Form Editor.
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Locate the element you want to delete.
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Select the 'Delete' button (often a cross icon) associated with that element.
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Confirm the deletion if prompted.
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Select 'Save' at the bottom of the Form Definition page.
Important: Deleting fields will also delete any data previously entered into that field on existing records. If a field is deleted by mistake, contact support; restoring the field and data may incur costs.
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Person Select Fields
How Administrators add fields that allow users to select a person from the myosh user list, potentially filtered to specific groups.
Managing Modules and Forms
This guide explains the distinction between top-level modules and the forms within them, and outlines the process for adding new modules to your system.