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Update a Form

You can edit, publish, delete, or export a form that you are the owner of.

Edit a Form

  1. From the Start Page, select Forms in the Applications section.
  2. On the My Forms tab, click the Edit Form icon on the form record to launch the Form Editor.
  3. Make the appropriate changes to the form.
  4. Click Save Form.

Publish a Form

To publish and share a form, you must perform three actions in the form properties:

  1. Select Options, then Publish, to make the form available to users you are sharing the form with.
  2. Click the blue arrow next to Share Permissions to determine with whom the form is shared.
  3. Click Save Form.

Approve a Form

Refer to Manage Approvals.

Delete a Form

  1. From the Start Page, select Forms in the Applications section.
  2. On the My Forms tab, click the Delete Form icon on the form record.
  3. Click OK.

Export a Form

  1. From the Start Page, select Forms in the Applications section.
  2. On the My Forms tab, click the Edit Form icon on the form record to launch the Form Editor.
  3. From the Save Form list, select Export Form.
  4. Click OK to download the .form file to your local drive. 


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