Editing form data

In this section you will be presented how to edit the data of an already recorded form. See how to perform this operation:

1.Select the form to be edited, click on the arrow next to the button

and select the Form data option.

If it has revision control, select the "Add new revision" button to create a revision and enable the form data to be revised and edited.

Enable localization: Check this option so that it is possible to configure the form in multiple languages, that is, to have the form fields appear in the language of the user who is executing. To do this, select to which languages the form in question can be translated. See the Translating forms section for details on how form translation is performed.

Enable container: Check in this section, which containers will be enabled in the form.

▪Cause analysis: If this option is checked, the Cause analysis item will be displayed in the form editor. When associating a configured form with the Cause analysis container in a process with automation for SE Problem, the cause analysis step can be performed through the form, as long as this feature is configured in the process.

▪Action plan: If this option is checked, the Action plan item will display in the form editor. When associating a configured form with the Action plan container in a process with automation for SE Problem or for SE Incident, the creation/association/visualization of action plans can be done through the form, as long as the process is configured with the object association feature of SE Action plan.

▪Loss event: If this option is checked, the Loss event item will be displayed in the form editor. When associating a configured form with the Loss event container in a process with automation for SE Problem or for SE Incident, the creation and control of loss event can be done through the form, provided this feature is properly configured in the process.

Note that for forms that will be used in the incident or problem activities, the container resource can be used in conjunction with the "Show form only in activity execution" option available in the process activity settings, as a way to associate cause analysis and/or action plans directly on the form.

4.In the General data

Preview section, the user may view the form. Whereas in the Form (View) section, when accessed, the system will open a screen with the form view. In both sections, the form will only be displayed if it has been designed.

5.In the General data

Record section, the records that have been made through the form in question will be displayed. Click on the buttons in this section to add, change, or remove records to the form:

	Click on this button to add a record to the form. See further details about record creation in the Creating a record by form section.
	Click on this button to edit a record of the form in question. Select the desired record before clicking on the button.
	Click on this button to delete a record of the form in question. Select the desired record before clicking on the button.
	Click on this button to edit the status (enabled/disabled) of the selected record.

6.In the Associations section, the user can check where the form in question has been associated.

7.Save the record after making the necessary changes. For more details on how to assemble the form, refer to the Form designer section.