Edit a form object's attributes

Once you create or import a form object, you can edit its attributes in a library, such as the description or its associated tags.

Note:

Want to edit a kit object? See Edit a kit's object attributes.

Within the context of a library study, you can view all of the form objects that you created, as well as their version numbers, statuses, tags, and titles. Besides updating a form object's details within the context of a study (for example, you can update a question's label in a form), you can also update a form object's attributes and even its status.

A form object's audit trail is displayed in the Object History side panel. In there, you can view an object's status updates, the UTC date and time of the status update, the user who performed that update, as well as the version number of the object.

Before you begin, learn more about the specific features of a library study. For more information, see About library studies.

To edit the attributes of an object, you must first create that object or import it in a library study. For step-by-step instructions, see the following:

• Create and edit a form object
• Import a form object

To edit a form object's attributes, follow these steps:

1. Depending on where you're currently located, do one of the following:
   • If you're located on the main Library page, click the Forms tab.
   • If you're located on the Library Studies page, click View Library, and then click the Forms tab.
2. On the Forms tab, look for the form object that you want to edit. Do one of the following:
   • To filter your objects, click Filter and select one or more options from each drop-down to get the best combination of filters for the object that you're looking for. Depending on the object, you can filter by Status, Study Name, Tags.
   • To search for a specific form object, in the search bar, type the object's title and press Enter on your keyboard.
   • If your library study contains many objects, you can click Collapse All to only display the titles of the objects and make the navigation easier. If you want to view all details of your objects, including the Action button, click Expand All.
3. Click the arrow () to the left of the form object that you want to edit to expand the form object's details.
   
4. Click Action.
5. From the Action drop-down, select Edit Attributes.
6. On the Edit Attributes dialog, edit the following fields, as needed:

   Tip:

   You can easily update an object's status from the Status drop-down. Select either one of the options displayed in the drop-down, whether it's Publish, Mark as Ready to Test, Reject, or Archive, and view the object's updated status on the Object History side panel on the right.

   • Description: Enter a new description. This field is optional, although we recommend you always enter a description that is relevant to other library users.
   • Tags: If required, remove or update an object's tags.
7. Click Save Changes.