4.3 Create, edit, copy, rename and delete forms

Create a new form

In the Dashboard’s Form Templates screen, click on the folder in which you want to create a new form.
Press [+ New Form],
type a name for the form and press [Save].
Click on the new form name to open it in the Form Versions list, and
press [Design form].

Edit an existing form

In the Dashboard’s Form Templates screen, click on the form you want to edit, and
press [Design form] at the latest version of it.

The date, time and username of the latest edit will be shown in the Dashboard, next to the version’s [Published] button.

Copy an existing form design

There are two ways of copying a form:

From the Dashboard: Export it and then import it to the same server – or to a different server. See description in Managing: 4.5 Export and import of Zegeba forms and folders
If you want to create a copy on the same server you can also use the Designer’s File menu. Copy the form’s main element to the browser’s storage and paste this element into a new form. See Designing: 2.2 The File menu.

Note: Data captured in a form cannot be copied in the Dashbord, but users of the Next app can copy data if this is specified in the task template and the form design. Read more about this in Managing: 6.5 Adding Forms to a task template.

Rename a form

In the Form Versions screen, left-click on the striped icon next to the form name.
Select Rename Form on the menu.
Type a new name for the form in the input box containing the old name, and
press [Save].

To also change the name of the form in the Designer, please do the following:

Perform the steps in “Edit an existing form” above
In the top-level element in the form structure, change the Label to the new name. Check that the form’s Element ID changes too.

Note! You must change the Label and Element ID of the top form element to avoid conflicts with previous versions.

Delete a form

In the Form Version screen of the form you wish to delete, left-click on the striped icon by form name at the top.
Select Delete Form, and press [Confirm] to confirm deletion.

Beware! This will delete all versions and all data captures in the form.

Managing Zegeba from the Dashboard