7.2.2.4.2 Editing/Amending Form Definitions

You can modify both approved and rejected forms, based on the assigned roles.

To check about the assigned roles, refer user-roles-and-privileges. Forms that are already approved cannot be edited. You can amend the approved forms if you have DMIDGNAMND role assigned.

Note:

You cannot amend an approved form, if the form has any pending data entry activity.

To edit individual form details:

1. Select the form you require and click on the three dots under Actions.
2. Click Edit, to access the Form Definition page with the details.
   To modify an approved form, click Amend.

   Note:

   You can add or edit records when they are in Draft status. Any newly added record is automatically set to Draft. In the Draft state, you are allowed to add new rows, edit existing ones, or delete rows that were submitted. Records that are approved, can only be edited.
3. Update the required information and click Submit for approval.

   Note:

   Do not edit the Business Key or As of Date attributes. These are critical for data integrity and used for identifying unique records.
   The modified form definition is updated in the form design summary.