Managing forms is a critical responsibility for Apricot Administrators. Forms are the foundation for data collection, and Administrators must be able to maintain them over time to meet the evolving needs of their organization. By staying on top of form updates, permissions, and advanced configurations, Administrators can ensure their organization's data is being collected accurately and efficiently.
Administrators can control who has access to each form by adjusting the permissions. If a form is no longer needed, it can be deactivated, which removes it from the list of active forms while still preserving the form and its data. Beyond editing individual forms, Administrators can also link unrelated forms together using linking fields. They can also leverage advanced form design features like Lookup Lists and Registration Grids to solve more complex data entry needs for users.
To edit an existing form, Administrators can navigate to the Administrator tab, select "Standard Forms" from the navigation bar, then hover over the Actions column to choose "Edit" for the desired form. This will open the Form Designer, where they can make changes to the form's fields, sections, and properties.
Review the articles below to learn what options are available for managing Apricot forms.