{"id":20995,"date":"2021-03-24T02:15:36","date_gmt":"2021-03-24T02:15:36","guid":{"rendered":"https:\/\/www.psoda.com\/help\/?page_id=20995"},"modified":"2023-08-23T23:29:35","modified_gmt":"2023-08-23T23:29:35","slug":"a1282","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a1282\/","title":{"rendered":"Edit form"},"content":{"rendered":"<div class='content-column three_fourth'>This <a href=\"\/help\/a7\">popup<\/a> form can be accessed via the <a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_button.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_button.svg\" alt=\"Edit button icon\" width=\"25\" height=\"23\" \/><\/a>edit button in the top header area of the form view page, as shown in Figure 1. Alternatively you can access the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/edit.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-70\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/edit.svg\" alt=\"Edit icon\" width=\"22\" height=\"22\" \/><\/a>edit popup form via the  <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"actions_icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\" alt=\"Actions menu icon\" width=\"23\" height=\"22\" \/><\/a>actions column menu of the <strong>Form <\/strong> tab at the organisation, programme or project view page, as shown in Figure 2.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_form_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7454\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_form_1.png\" alt=\"\" width=\"239\" height=\"97\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; Access via edit button<\/strong><\/p>\r\n<p style=\"text-align: center;\">\u00a0<a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_form_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7455\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_form_2.png\" alt=\"\" width=\"579\" height=\"229\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 2 &#8211; Access via form tab<\/strong><\/p>\r\n<p style=\"text-align: left;\">This popup is shown in Figure 3 and is used to update this form for the selected organisation, programme or project.<\/p>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_form_3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7456\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_form_3.png\" alt=\"\" width=\"692\" height=\"840\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 3 &#8211; Edit form<\/strong><\/p>\r\nThis form has the following fields:\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th scope=\"row\">Parent asset:<\/th>\r\n<td>This <em>read-only<\/em> field shows the organisation\/programme\/project that this form is being added to.<\/td>\r\n<\/tr>\r\n<th scope=\"row\">Form template:<\/th>\r\n<td>Select the form template you want to use for this this form.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Priority:<\/th>\r\n<td>Select the priority you want your form here.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Due date:<\/th>\r\n<td>Select when you want your form due here.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Owner:<\/th>\r\n<td>Select the owner of the form here.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Form template options:<\/th>\r\n<td>You will see a list of custom options here defined from the form template. Edit the form template to change these.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n\r\nOnce you are happy with your selection click the &#8220;<strong>Update form<\/strong>&#8221; button at the bottom of the form. This will update the form with the information that you supplied.\r\n\r\nClick the &#8220;<strong>Cancel<\/strong>&#8221; button if you no longer want to update this form.<\/div>\r\n<div class='content-column one_fourth last_column'><h4>Related topics<\/h4>\r\n<ul>\r\n \t<li><a href=\"\/help\/a1283\">Delete form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a1281\">Add form<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  This popup form can be accessed via the edit button in the top header area of the form view page, as shown in Figure 1. Alternatively you can access the edit popup form via the  actions column menu of the Form  tab at the organisation, programme or project view page, as<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-20995","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Edit form - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Edit form\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a1282\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Edit form - 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