Edit a Form

You can change the properties of forms and form elements.

To edit a form:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Workflows and Forms, and then select Form Design.
  3. On the Form Design page, select a form.
  4. In the Form Editor, add, edit, and delete form elements.
  5. When you are done editing the form, select Validate to make sure there are no new errors or critical issues that would prevent it from running properly.
  6. Select Save or Publish.