Changing a Published Form
IMPORTANT: When a form is PUBLISHED you can only add questions and change their order. In order to make changes to language or question sub-type, or delete a question in a PUBLISHED form, you will need to create an UNPUBLISHED copy first.
UNPUBLISHED: You can also change the Name of of the form, Group Names, Order Within Groups, Description, Type, Status (can be changed to Archived, Published, Superseded, Publish-restricted), Include Elapsed-Time Recording, Allow Privacy Control, Allow Form Name Editing and Signature Behavior.
PUBLISHED: You can change the Name of of the form, Group Names, Order Within Groups, Description, Status (can be changed to Archived, Superseded, Publish-restricted), Allow Privacy Control, Allow Form Name Editing and Signature Behavior.
NOTE: When a form is PUBLISHED you cannot Include Elapsed-Time Recording and you cannot change the type of the form (Normal by default, Read-only, Computed).
To add a question or change question order:
- From the left navigation of the Administrator Page view, click Forms
- Click on Edit for the form you wish to tweak.
- To move a question up or down in the form, click Up or Dn for the desired question.
- To add a question, click Add a Question or Insert a Question. The former adds a question at the very end of the form, while the latter inserts one above the question where you clicked Insert a Question.
To make more drastic changes to a published form, create a copy. The copy will be created in an unpublished state.
We recommend superseding or archiving the original form to avoid confusion. More information on form status here.
Making an Unpublished Copy of a Published Form
- From the left navigation of the Administrator Page view, click Forms
- Click on Copy for the form you need to edit.
- An Unpublished copy is created.
- Click Edit next to Unpublished copy.
- Make necessary changes.
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