Editing Forms

You can edit the layout, members, and properties of forms. For example, you can add formula rows or columns to a form.

To edit a form:

1. Click the Navigator icon .
2. Under Create and Manage, click Forms.
3. Select the form, then click Edit.

   Alternatively, on the Home page, you can click Data. Expand a form folder, click the name of a form to open it, and then click Edit.

4. Select:

   • Properties to edit the description and instructions.

   • Layout to edit form layout.

   • Other Options to edit form precision, change the context menus associated with the form, enable/disable dynamic user variables, and select user variables.

5. Choose an option:

   • To save your work, click Save.

   • To save a variant of a form with a new name, click Save As, enter a New Form Name, and then click OK. The updated form with the new name is added to the form list and the newly named form opens in a new dynamic tab.

6. Click Finish to save your work and close the form.