Edit Forms

Forms can be edited.

PREREQUISITES: To view, create, and edit forms, users must have the Smart Forms employee relate assigned to them. See Give Employees Access to Pages in Trimble Unity for more information.

1. From the home page, click Configure and click All Forms.

TIP: Alternatively, open the Work Activity Templates page and click the All Forms tab.

1. Search for the desired form. See Search Forms for more information.
2. Click the Edit Form icon on the right of the form you want to edit.

3. Click Settings in the upper-right corner to edit the Form Settings.
4. Make the necessary changes and click Save.
5. Next, make any desired changes to the form itself, like adding new fields to the form.
6. To edit existing fields, click the Edit Field icon under Actions to the right of the field.
7. To copy a field, click the Copy Field icon under Actions to the right of the field.
8. To remove a field, click the Delete Field icon under Actions to the right of the field.
9. To remove an entire group, click the Delete Group icon in the upper-right corner of a group.
10. Click Save.