How do I edit Form Elements?

Navigate to the system menu.

2. Choose the form category.

Choose the form category.

3. Choose the table corresponding to the form.

Choose the table corresponding to the form.

4. Choose the form you wish to edit.

Choose the form you wish to edit.

5. Select the element you wish to edit.

You can do this simply by clicking on the element as you would a button.

Select the element you wish to edit.

6. Customize the form element as needed.

  1. The element links the form field to the table's field. This is where the data will be inserted on submission.
  2. The name is how the form will label this field. It doesn't have to match the table's field, but that is the default behavior.
  3. When the form loads, the default value will already be in the input for this field. When left blank, no default value will exist.
  4. Help text will aid the form users if they have any questions. This text will appear italicized, under Name, in the form view.
  5. Required fields must have a value on submission. Use this option if you rely on this field to have data.

Click 'Add' when you're done. You can always come back and edit form elements!

Customize the form element as needed.

7. Make your changes.

In this example, we're making 'Purchases' required. When you're done, click 'save.'

Make your changes.

8. Make sure you save the form when you're done!

Make sure you save the form when you're done!

 

Navigate to the form validate the changes.