Edit form template form

This popup form can be accessed via the edit button in the top header area of the form template view page, as shown in Figure 1. Alternatively you can access the edit popup form via the actions column menu of the Form templates tab at the organisation, programme or project view page, as shown in Figure 2.

Figure 1 – Access via edit button

 

Figure 2 – Access via form templates tab

This popup is shown in Figure 3 and is used to update a form template for the selected organisation, programme or project.

Figure 3 – Edit report template form

This form has the following fields:

Parent asset:	This read-only field shows the organisation/programme/project that this form template is being added to.
Title*:	Enter the title for this form template here.
Description:	Enter a description of this form template here.
Checkboxes:	Select where you want to use your form template here.
Instructions:	Enter a set of instructions for this form template here.
Form reference template	Enter a reference number for this Form template here.
Form workflow:	Select the workflow you want to apply to this Form template.

Once you are happy with your selection click the “Update form template” button at the bottom of the form. This will update the form template with the information that you supplied. Click the “Cancel” button if you no longer want to update this form template.