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Form Actions - Edit (Study, Form or Version)

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

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

You must select a form

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

Go straight to Designer, or edit Study properties

  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

  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

  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* See Glossary for explanation of published & unpublished