Where necessary, you can make changes to Form Template details, sections, and questions.

You can edit Form Template details such as:

To edit, click the ⋮ button > Settings:

To edit Form Template pages, sections, questions, and triggers, navigate to HR > Forms > Form Templates and select the Edit button:

To edit a page name, attached file, and description, click the Edit page button:

To edit a section, click the Edit Section button on the relevant Form Template:

To edit a question, locate it in the relevant form and section and click on it:

When a Form Template is made inactive, it will no longer appear for employees to complete on the mobile app. Past responses can still be accessed.

An inactive Form Template will also remain under the Manage Form Templates tab and can be reactivated at any time.

To make a Form Template inactive, click the ⋮ button on the relevant Form Template, then Settings. Next, untick the Active box and save the changes with the Update button.

To reactivate a Form Template, click the ⋮ button on the relevant Form Template, then Settings. Next, tick the Active box and save the changes with the Update button:

When a Form Template is deleted, it will no longer appear for employees to complete on the mobile app and the deleted form templates cannot be reactivated. Responses can still be accessed for deleted form Templates.

To delete a form template, click the ⋮ button on the relevant form template, then Delete. Confirm on the pop up: