Editing a Form

The following section describes how to edit a Form.

Once you have created a Form, you can edit it.

You can edit many aspects of the Form.

You can:

  • Rename the Form
  • Edit Users' Permissions to the Form
  • Edit the Locks added to the Form
  • Edit the Design of the Form

Since a Form is the main tool you will use to collect data from users it is important to edit its Design as much as needed before users start adding Records to it.

How to edit a Form

Renaming the Form
  • On the Databases tab, click on the Database that contains the Form you want to rename to open it.
  • Click on "Database settings" to open the Database Design tab.
  • Click on the Form you want to edit to select it.
  • If the Form is in a Folder click the arrow next to the Folder's name to expand it in order to find the Form and click on the Form.
  • Click on "Edit form" on the right side panel to navigate to the Form Designer.
  • Rename the Form on the Form Designer and click on "Save" to save the changes.
  • The Form is renamed.

Alternatively, you can reach the Form Designer from the Table View of the Form. Navigate to the Table View of the Form and click on "Form Settings" to open the Form Designer.

Editing Users' Permission to the Form
  • On the Databases tab, click on the Database that contains the Form you want to edit to open it.
  • Click on "Database settings" to open the Database Design tab.
  • Click on the Form you want to edit to select it.
  • If the Form is in a Folder click the arrow next to the Folder's name to expand it in order to find the Form and click on the Form.
  • On the right side panel you can view the Permissions and the Locks added to this Form.
  • Click on the Permissions tab to view all users that have been granted Permissions for the Form.
  • Click on a user to change (override) the Permissions of their Role or click on "Grant permissions" to grant new permissions for this Form.
  • Click on "Save" to save the changes.
Editing Locks added to the Form
  • On the Database Design tab, click on the Form for which you want to edit a Lock to select it.
  • If the Form is in a Folder click the arrow next to the Folder's name to expand it in order to find the Form and click on the Form.
  • On the right side panel you can view the Permissions and the Locks added to this Form.
  • Click on the Locks tab to view all Locks that have been applied to the Form.
  • Click on the Lock to edit it.
  • Apply the changes and click on "Save" to save them.

You can add a Lock to a Folder or a Subform. You need to add a Date/Month/Week field to your Form or Subform and make it a Key field in order to add the Lock.

A Lock on a Form might be inherited from a Lock on a Folder that contains that Form. In that case the Lock can't be changed.

Editing the Design of the Form
  • On the Databases tab, click on the Database that contains the Form you want to edit to open it.
  • Click on "Database settings" to open the Database Design tab.
  • Click on the Form you want to edit to select it.
  • If the Form is in a Folder click the arrow next to the Folder's name to expand it in order to find the Form and click on the Form.
  • Click on "Edit form" on the right side panel to navigate to the Form Designer.
  • In the Form Designer, start editing the fields.
  • Click on a field to view and edit its properties.
  • Click on "Done" to save the changes on a field.
  • Click on "+" to add a new field.
  • When you finish editing the Design of the Form click on "Save" to save it.

Alternatively, you can reach the Form Designer from the Table View of the Form. Navigate to the Table View of the Form and click on "Form Settings" to open the Form Designer.