How to create, edit, save, and delete forms

Create a form

To create forms for your project:

1. Select Forms from the project view navigation.

2. Select a template, or select Blank form to create one from scratch.

   1. Templates may not be available to all users.

3. If your project has more than one work type, you’ll be prompted to select the type of work.

   1. This is how the work will appear in your project.

   2. The fields in the form will differ depending on which type you select.

4. Reorder fields or edit labels, descriptions, and options as needed.

   1. Drag and drop extra fields from the sidebar.

5. Select Preview to see how your form will look.

6. Your form is now ready to share.

7. To finish, select Save changes.

Edit a form

To edit a form:

1. Select Forms from the project view navigation.

2. Choose a recent form you’d like to edit.

3. Make your desired changes:

   1. Select the title to customize it.

   2. Reorder fields or edit labels, descriptions, and options as needed.

      1. Drag and drop extra fields from the sidebar.

   3. Select the work type at the top-left of your form.

      1. This is how the work will appear in your project.

4. Select Preview to see how your form will look.

5. Your updated form is now ready to share.

6. To finish, select Save changes.

Manage your form fields

Save a form

All changes you make to your form are automatically saved for the next time you return.

Delete a form

To delete a form from your project:

1. Select Forms from the project view navigation.

2. Select the of the form you’d like to delete, then Delete form.

   1. This may be found in the the menu at the top-right of the form.

Preview your form

Before you share your form, you can preview it to make sure you’ve captured all the right information.

To preview your form:

1. Select Forms from the project view navigation.

2. In the top-right, select Preview to see how your form will look.