Manage Form Fields

Changes to form types will be reflected in all existing and new form type instances on the account.

The following procedures are provided below:

Add Form Fields

To add form fields

  1. Go to the Manage Form Types Page.

    2. For instructions, see Access Manage Form Types Page.

  2. Click the Edit Fields link under the form you want to add fields to.

    3. The Edit Fields tab displays.

  3. Click Add New Field.
  4. Enter the name of the field in the Field Name field.
  5. Select the type of fields you are creating from the Form Type section.
  6. Complete the options that displays for your selected field type.
  7. Click Save.
  8. To assign a section to the field, click the Section drop-down arrow and make a section.

    9. For instructions on modifying sections, see Manage Form Sections.

  9. Click Save.

Edit Form Fields

Once a field is created you can edit all options except the field type.

When you change a field name you are changing it for all the prior form instances.

To edit the fields of a form

  1. Go to the Manage Form Types Page.

    2. For instructions, see Access Manage Form Types Page.

  2. Click the Edit Fields link under the form you want to edit.

    3. The Edit Fields tab displays.

  3. Make the necessary changes.

    4. For a description of the fields and buttons on this page, see Add/Edit Form Fields Page Overview.

  4. Click Save.

Delete Form Fields

If you delete a field, you are deleting all the data that has been previously filled in for all form instances across all your projects. This information is non-recoverable.

To delete form fields

  1. Go to the Manage Form Types Page.

    2. For instructions, see Access Manage Form Types Page.

  2. Click the Edit Fields link under the form you want to delete.

    3. The Edit Fields tab displays.

  3. Click the Delete link of the field you want to remove.

    4. You are prompted for confirmation.

  4. Click Yes, Delete the Field.