Skip to main content

Edit form template details

Update the name, description, category and tags for an existing form template so it stays accurate and easy to find.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the edit form template dialog​

From the templates list, select the template you want to change and choose the option to edit it; the “Edit Form Template” dialog opens with the current details pre-filled.

Open the edit form template dialog

Step 2: Update the template name​

In the “Name” field, enter the new name for the form template; this field is required and must not be left blank.

Update the template name

Step 3: Change the template description​

In the description field, review and update the text to briefly explain what the template is for, or clear it if no description is needed.

Change the template description

Step 4: Adjust the report category​

Use the category dropdown to choose the most appropriate report category, or select the option that indicates no category if you prefer not to assign one.

Adjust the report category

Step 5: Edit template tags​

In the tags field, add, remove, or change tags as needed, separating each tag with a comma so the template can be filtered and searched more easily.

Edit template tags

Step 6: Save the updated template​

Confirm that all required information is complete, then select the save or update action; the system saves your changes, shows a confirmation message, and closes the dialog.

Save the updated template

Last updated: 2025-12-24