Updating a form

If you update a form in Settings, the changes will only be applied to forms created after the updates are made. For example, if you update your default Monitoring Visit form, the form will not change in existing site visits that use that form.

This is by design, as we don't want questions to be deleted or changed in existing site visit data.

If you update a form and want those updates to be applied to forms in existing work, you have a couple of options:


  1. If the work item has a form with some questions already answered, you can manually add questions to or change the existing form in the work item where it exists.

    This is only really practical if you don't need to update the form in too many places. To add the new question, you'll need to navigate to the work, edit the form, and add or change the questions individually, then save your edits.


If your report pulls out specific questions of forms, implementing this one-by-one fix may lead to your report not functioning as expected, as question filtering in reports is tied to a question ID field which belongs to the form built in Settings. You will need to erase the form as it exists in the work item and add the new one.


  1. If the work item has a form with NO questions answered:

    You'll simply want to replace it with the new form. Click the Form button in "Add Data", and replace the form with the form from Settings that you updated. This will replace the form with the form that contains the new question. This will erase all responses in the form in the work item you're editing.

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