Edit forms

There might be times that you want to edit forms that you have saved. For example, you may add to and save the same timesheet form every day until you're ready to send it for approval.

For information about editing offline forms, see the Desktop eForms help.

To edit forms

  1. Navigate to the object store and folder that contains the form data document you want to edit.
  2. Click the name of the form data document to open it and automatically check it out.

    NOTE  The form's title bar displays the name of its associated form template.

  3. Edit the necessary fields.
  4. Click Save to save your changes and automatically check in the form data document, and close the form or click Close to cancel your changes and the checkout.

NOTE  Once a workflow has been launched, you can view the form data document but you cannot edit it until you complete the workflow.