E-Board and above will have access to edit/archive all forms created within the chapter.
There are two ways to edit a form:
- Before anyone has filled out the form
- After the form has been filled out by a Member
How to Edit a form before anyone has filled it out:
- Communicate>Forms>Manage Forms
- You will know it is still editable because the pencil icon will be next to the form
- Click the pencil icon and you will be able to manipulate the form just as you did when creating it.
- To delete a component just click the "x" in the corner of the component.
- To add a component, just drag and drop any additional components you want to add
How to edit a form after it has been filled out:
- Communicate>Forms>Manage Forms
- Once a form has been filled out, you will no longer see the pencil icon that allows you to edit
- If you no longer want the old form filled out, you will want to archive the active form
- Once you have archived the form, you can go into "Archived" under the "Manage Forms" section, you will make a copy of the form by clicking the duplicate icon
- A new form will open up with the same contents as the archived form, you can add/edit/delete any sections of the form and will create a new form that has the information you want to collect
- The new form will have the same Title with "copy" at the end, you should rename the form to keep your forms organized
- You can create a new form with similar components without archiving the old form by using the duplicate icon from the active forms section in "Manage Forms" and a new form will open for you to edit.
- The new form should be renamed so it is clear what each form should be used for