Editing a form

You cannot edit a form in the Published state. You must first disable a published form to edit it. The system continues to use the published version of the form while you are editing it.

Procedure

1. From the Settings menu, select Distributed Marketing settings.

   The Administrative Settings screen opens.

2. Click Template Configuration.

   The Template Configuration screen opens.

3. Click Forms.

   The Form Definitions screen opens.

4. Make changes to the form as necessary.

   If you are making multiple changes, you should periodically click Save Changes to save the form and continue working.

5. When you are finished editing the form, click Save and Exit.

   The Form Editor closes and you return to the Form Definitions screen.

What to do next

You must now either republish or revert the form.