3.6 Viewing And Editing Existing Data

From the Forms menu option

1. Click on the folder (with the navy blue folder icon) containing the form you want to open the folder.
   

   

2. Click on the [View data] button of the form you want to see its saved reports.
   

   

3. Find the report you want to edit.
   

   

4. Do not press the orange [Add new] button, but press the long “card” of the report you want to open – or select Open on its three-striped menu to the left.
   Enter your changes in the form, save and close it as described in Using: 3.5 The Summary page.

5. The card of our edited report, for the company Greensky, will now look like this:
   

   

From the Activity menu option

1. Click on the activity containing the form report you want to edit to open it.
   

   

2. Click on the VIEW SAVED (n) arrow of the form you want. The number shows how many saved reports there are.

3. Click on the report you want to edit to open it. Enter you changes, save and sync it as usual. You will then see only the most recent edit here in the Saved list, bu your previous edits will be available in the Zegeba Dashboard if they were synced to the server.
   

   

From the Activity menu option (Tab View)

From Zegeba 4.10, the tab view is available.
The tab view can be enabled and disabled in the dashboard settings.

1. Click on the activity containing the form report you want to edit to open it.

2. Click on the “Data Captures” tab and select the form template you want.

3. Click on the report to continue working on it.

On the right side of a report, you’ll find a menu. Click on it to access options to edit, duplicate, view as PDF, and delete.

From a context

1. Click your way from the context down to the activity containing the report you wish to edit. Click on the activity to open it.
   

   

2. When the activity is opened, continue from step 2 on the section above; “From the Activity menu option”.