Form Field Maintenance

Last updated 2/12/2021

How to Upkeep Your Form Fields

This documentation explains how to upkeep your form fields in Five.

Edit a Field

1. Select Forms in the menu.
2. Select the required form record in the list.
3. Click the Pages tab.

Figure 1 - Select form record

4. Select the required page record.

Figure 2 - Select page record

5. Click the Fields tab.

Figure 3 - Fields tab

6. Select the required field record.

Figure 4 - Select field record

7. Click the Edit button in the form app bar.

Figure 5 - Edit button

8. Perform your changes.
9. Click the Save button in the form app bar.

Figure 6 - Perform your changes

10. Click both Save buttons in the stacked form app bars.

Figure 7 - Save the form

Delete a Field

info

To have access to the Delete button, the Edit button must first be clicked.

1. Select Forms in the menu.
2. Select the required form record in the list.
3. Click the Pages tab.

Figure 8 - Select form record

4. Select the required page record.

Figure 9 - Select page record

5. Click the Fields tab.

Figure 10 - Fields tab

6. Select the required field record.

Figure 11 - Select field record

7. Click the Edit button in the form app bar.

Figure 12 - Edit button

8. Click the Delete button in the form app bar.

Figure 13 - Delete button

10. Click both Save buttons in the stacked form app bars above the list.

Figure 14 - Save the form

Cancel Changes

Cancel All Changes on a Form Field Form.

1. Click the Cancel button in the form app bar.

Figure 15 - Cancel button

Cancel Changes to a Field

1. Click the Cancel button in the respective field and type a new value, or
2. Use the lookup icon in the respective field and select a new value.

Figure 16 - Field Cancel button

3. Click the Save button in the form app bar.

Figure 17 - Save the form

4. Click both Save buttons in the stacked form app bars above the list.

Figure 18 - Save all changes