How to Edit a Form Template

The Edit Form Template feature allows administrators to update existing forms while maintaining consistency across ongoing operations. From a single editing workspace, administrators can review and modify form details, question structures, logic flows, and assignment settings based on changing business requirements. This flexibility helps ensure forms remain relevant and aligned with operational processes without requiring a new form to be created from scratch. In this guide, you'll learn how form updates are managed and how changes affect form versions and assignments.

When a form is updated, the system applies version control to structural changes such as questions and logic configurations, ensuring form history remains traceable over time. Changes are applied only to new visitations and future form usage, while ongoing visits and previously submitted records continue using their original form snapshots. This approach helps preserve data integrity, maintain reporting consistency, and minimize disruption for employees actively completing tasks in the field.