How to update a Form in a Work Item
This article describes how to update a Form after it's been applied to a Work Item. For information on how to configure a Form in Settings, go HERE.
Changes made to a Form template in Settings — like new questions, the text of an existing question, different multiple-choice options, or the order of questions — only apply automatically to Work Items created after those changes 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, to protect questions in existing Work Items from deletion or changes that might alter the "truth" of that data.
Here is how to update a Form if you do want recent template changes to be applied to Forms in existing Work Items.
Instructions
- Open the Work Item. Under Add Data, click Add Form.
- Select the Form from the dropdown list of available options that appears.
- Check the option to Replace existing form.
- If your form questions were all previously unanswered, you will only be prompted to confirm the replacement.
- If some of your form questions already have responses, the replacement confirmation will inform you whether any questions on that Form have been updated or removed, and how many of your answers will be affected by those changes.