5.7 Updating Forms In A Task

You may need to update task forms from time to time, to change texts and add or delete form elements.

Minor changes in a form may be done in the present form version

• If this version is published or contains data captures, press [Design form] in the form’s version screen in the Dashboard to open it in the Designer’s Minor edit mode.
  In this mode you can for instance change labels, change formatting, enter PDF page breaks, edit rules, and edit other ‘background’ attributes.
  What you cannot do in this mode is add or delete elements or change element IDs – this would compromise the integrity of data already entered in the form.
• If the latest version is published but does not contain any data captures, you can unpublish the version and edit it as you wish.

Either way you can save the form and publish it when you are done, and the tasks users will get the new form version the next time they sync their Zegeba app.

Major form changes require a new form version and a task update from Zegeba

If you want to add or delete elements and there is data captured in the form, you have to create a new version of the form and edit this.

• In the form’s version screen in the Dashboard,
  press [New form version] to get a new version and
  press [Design form] to edit it in normal Designer mode. Save it when done.

To put this new form version in the task you have to add it to the Forms list in the Task Template editor. See Managing: 6.5 Adding Forms to a task template for instructions on how to do this. You may wish to keep the old version in the list as well and check it in the section “Hide Forms” so it will only appear in the app for those users who have saved reports in this previous version.

When this is done, tasks users will get the new form version the next time they sync their app.