Editing a Capture Form

You can edit an unpublished Capture form and make updates to it. 

To do this:

1. In Actionstep, click More > Capture in the main menu and choose Form Builder. The Forms list page appears. 
2. Find the form you want to edit.
   TIP:  To quickly find a form, use the Search for intake form field. You can also use the Status and Matter Type filters to narrow the list to just the forms you want to view.  
3. If the form is currently published, click its ellipses icon and choose Unpublish to unpublish it. (Then confirm the change.) 
4. Click the ellipses icon and choose Edit to open the form. The form builder page is displayed.
5. Make whatever changes you need to the form:
   • To remove sections or fields from the form, click that item's delete (or trash can) icon.
   • To rearrange sections in the form, click the section's tab and drag it to its new location.
     
   • To rearrange fields within a section, click its move icon and drag it to its new location.
     
   • For help adding sections or fields, see Creating a New Capture Form.
6. When you’re finished making your changes, click Update Form. You are returned to the Forms page.
7. If the form needs to be republished, click the ellipses icon and choose Publish. Then confirm the action.