Welcome > User interface > Form variants > Maintain a form variant

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 click .

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

    A list of variants available for the form appear.

  4. Click the form variant to update.

    The Edit form variant dialog box is displayed.

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

Copy a form variant

  1. Navigate to User interface > Form variants.

    A list of forms appear.

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

    A list of existing variants appear.

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

Unlock a form variant

  1. Navigate to User interface > Form variants.

    A list of forms appear.

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

    A list of existing variants appear.

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

Delete a form variant

  1. Navigate to User interface > Form variants.

    A list of forms appear.

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

    A list of existing variants appear.

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