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Manage your Forms Library

Edit or delete a form

  1. Open the Form Library by clicking on the gear icon and then selecting the Form Library menu item.

    Forms Library menu item
    Forms Library menu item
  2. Select the form you want to edit. The editing window will open on the right.

    Form Quick Pane
    Form Quick Pane
  3. Click on any section of the form to edit it.

    Form Name
    Form Name
  4. Click Save to save changes after editing each section.

    Save button
    Save button
  5. Delete a form by clicking the trash bin icon at the bottom of the form editing window.
    Forms trash bin

    Trash can icon


Sort the Forms Library

  1. Assets in the form library can be sorted by name, form type, date added, and date updated. The default setting is to sort by name.

    Form List
    Form List
  2. Click any of the column headings to sort by that field. The active sorting field will have an arrow icon indicating the sorting direction.

    Sorting Forms
    Sorting Forms
  3. Click on a column heading a second time to reverse the sorting. For example, to display assets by name in reverse alphabetical order, click on Name a second time.

    Column Headings
    Column Headings

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Updated on September 23, 2024

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