Edit form

This popup form can be accessed via the Edit button iconedit button in the top header area of the form view page, as shown in Figure 1. Alternatively you can access the Edit iconedit popup form via the Actions menu iconactions column menu of the Form 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 tab

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

Figure 3 – Edit form

This form has the following fields:
Parent asset: This read-only field shows the organisation/programme/project that this form is being added to.
Form template: Select the form template you want to use for this this form.
Priority: Select the priority you want your form here.
Due date: Select when you want your form due here.
Owner: Select the owner of the form here.
Form template options: You will see a list of custom options here defined from the form template. Edit the form template to change these.
Once you are happy with your selection click the “Update form” button at the bottom of the form. This will update the form with the information that you supplied. Click the “Cancel” button if you no longer want to update this form.

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