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Form Maintenance

Last updated 30/06/2022

How to Upkeep Your Forms​

This documentation explains how to upkeep your forms in Five. .

Edit a Form​

  1. Select Forms in the menu.

  2. Select the required Form record in the list.

  3. Either click the Edit button in the form app bar, or click directly in a field.

  4. Perform your changes.

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


Edit a Form Record
Figure 1 - Edit a Form record

Delete a Form​


info

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


  1. Select Forms in the menu.

  2. Select the required Form record in the list.

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

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

  5. Click the Yes button to the Five notification asking 'Do you want to delete this record?'


Delete a Form Record
Figure 2 - Delete a Form record


danger

Deleting a form record will delete all pages and fields attached to the record.


Cancel Changes​

Cancel All Changes on a Form

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

Cancel Changes
Figure 3 - Cancel changes

Cancel Changes to a Field on the Form

  1. Click the Cancel button in the respective field and type a new value, or

  2. Click the lookup icon in the respective field and select a new value.

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


Cancel Field Changes
Figure 4 - Cancel field changes