General Forms
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      How do I edit a General Form (template)?

       

      Via recommends editing General Forms in the Builder with caution!

      Editing a Published or Unpublished General Form could result in an Admin inadvertently deleting data from Traveler Forms.

      Admins can edit a published or unpublished General Form at any time, however, there are several factors to consider when editing a published or unpublished General Form that is associated with a program term:

      • if Traveler info fields or custom questions are rearranged, the new order will be displayed on all views of Travelers' Forms (past, present and future)
      • if a Traveler info field or custom question is added, the new field or question will be added to all views of Travelers' Forms (past, present and future)
      • if a Traveler Info field is removed or custom question is deleted, the deleted field or question will be removed from all views of Travelers' Forms (past, present and future) and all associated data will be deleted (past, present and future)

      To edit a General Form…

      1. Click Builder in the main navigation
      2. Click General Forms
      3. Click the name of the General Form OR click the 3 dots under Actions and select Edit
      4. Review the pop-up warning and proceed with caution by clicking Continue
      5. Edit the General Form
      6. Click Next when edits are complete
      7. Click Save to save the changes

       

      In order to edit a specific question, field, header, paragraph or divider on the General Form...

      1. Click the question, field, paragraph or divider you want to edit

      2. The edit panel will open on the left

      3. Make the desired changes

      4. Click Save in the edit panel

       

      In order to delete a specific question or field on the General Form...

      Be extremely mindful when deleting fields and/or questions on published or unpublished General Form templates. Deleting fields and/or questions could result in lost data on any Traveler General Forms associated with the template you are editing.

      1. Click the question or field you want to delete

      2. The edit panel will open on the left

      3. Click the trash can icon/delete

      4. Type the word DELETE

      5. Click Delete

       

      In order to delete a specific header, paragraph or divider on the General Form...

      1. Click the header, paragraph or divider you want to delete

      2. The edit panel will open on the left

      3. Click the trash can icon/delete

      Note that deleting headers, paragraphs and/or dividers does NOT require admins to type the word DELETE as a double confirmation because no data will be lost by deleting these informational items.