Maintain a form variant

You can modify, copy, unlock, and delete a form variant.

Modify a form variant

  1. Navigate to User interface > Form variants.

    A list of forms within your working category appears.

  2. To display the forms within a specific category, select the category on the Category list.

    Alternatively, to display a form variant, enter the name of the variant in the Search field and select .

  3. Expand the form under which the form variants are created.

    A list of variants available for the form appears.

  4. Select the form variant to update.

    The Edit form variant dialog box is displayed.

  5. Make changes to the variant as needed.
  6. Select Save.

Copy a form variant

  1. Navigate to User interface > Form variants.

    A list of forms appears.

  2. Expand the form name under which the form variants are created.

    A list of existing variants appears.

  3. On the context menu of the form variant to copy, select Copy.
    A copy of the form variant prefixed with "Copy 1 of" to the <form variant name> appears on the Form variants page.
  4. Select the newly created variant to open and modify as needed.
  5. Select Save.

Unlock a form variant

  1. Navigate to User interface > Form variants.

    A list of forms appears.

  2. Expand the form name under which the form variants are created.

    A list of existing variants appears.

  3. On the context menu of the form variant to unlock, select Unlock.
  4. Select OK to confirm.

Delete a form variant

  1. Navigate to User interface > Form variants.

    A list of forms appears.

  2. Expand the form name under which the form variants are created.

    A list of existing variants appears.

  3. On the context menu of the form variant to delete, select Delete.
  4. Select Yes to confirm the deletion.