With the Edit function you can:

  • Go to the Form Designer
  • Publish or Unpublish form Versions
  • Change the names and descriptions of the Study, Form, and Form Version
  • Change the User permission for the Study and Form

The Wizard follows the same pattern as the New function – Study, Form, Form Version – but each window has a shortcut to go straight to the Designer for the Form you selected, as this is the most common reason to use the Edit Button.

NOTE: The first time you Design a form by opening the Form Designer, the form_binding (see Glossary) is set. It is not advisable to change a form_binding once it is set

Start the Wizard

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  1. Select a form by clicking its row
  2. click Edit to start Wizard

You must select a form

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If you do not select a row, you will see this error message

Go straight to Designer, or edit Study properties

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  1. Edit the Study properties for the study of the form you selected
  2. Or, go straight to designing the form you selected

Go to Designer, or edit Form properties

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  1. Edit the Form properties for the study of the form you selected
  2. Or, go to designing the form you selected

Go to Designer, edit or publish Form Version

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  1. Edit the Form properties for the study of the form you selected
  2. Uncheck to Unpublish* the form
  3. Or, go to designing the form you selected

* See Glossary for explanation of published & unpublished