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Form Page Maintenance

Last updated 25/11/2021

How to Upkeep Your Form Pages​

This documentation explains how to upkeep your form pages in Five. The following will occur to your page records when editing and deleting records.

  • Edited page records will be displayed in blue until saved.
  • Records to be deleted will be displayed in yellow until saved.

Edit a Page​

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

  1. Select the required page record in the list.
Top Navigation
Figure 2 - Select form page record

  1. Click the Edit button in the form app bar.
Top Navigation
Figure 3 - Edit button

  1. Perform your changes.
  2. Click the Save button in the form app bar.
Top Navigation
Figure 4 - Edit the record

  1. Click the Save button in the form app bar above the list.
Top Navigation
Figure 5 - Save the form

Delete a Page​

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.
  4. Click the Edit button in the form app bar.
  5. Click the Delete button in the form app bar above the list.
Delete Button
Figure 6 - Delete button

danger

Deleting a page record will delete all fields attached to the record.


  1. Click the Save button in the form app bar above the list.
Save the Form
Figure 7 - Save the form

Cancel Changes to a Page​

Cancel Changes to the Form

  1. Click the Cancel button in the form app bar.
Cancel Changes to the Record
Figure 8 - Cancel changes to the record

Cancel Changes in 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.
  3. Click the Save button in the form app bar.
  4. Click the Save button in the form app bar above the list.
Cancel Changes to a Field
Figure 9 - Cancel changes to a field