Edit coding forms

In coding form, some system fields are read-only by default, and you cannot make these fields editable. For more information about the coding form fields, refer to Coding form fields.

To edit a coding form, perform the following actions.

1. In the Project page, click REVIEW (or ANALYZE>INSPECT as applicable).

2. On the left navigation pane, click .

3. In the CODING FORMS pane, click a coding form.

4. In the FORM BUILDER pane, perform the following actions.

   1. You can add sections and fields as needed. You can also change the display order of the fields and sections. Refer to Create coding forms for more information.

   2. To update the coding form name and note, perform the following actions.

      1. Click next to the coding form name.

      2. In the Edit Coding Form Information dialog box, update the following information as needed:

         1. In Form Name, update the name. Names can contain letters, numbers, spaces, underscores, hyphens, and single and double quotes.

         2. In Notes, update the description.

         3. Click Save.

   3. To modify field settings for the functionality you need, perform the following actions.

      • To view fields in a section, click on the section. To close a section, click .

      • To set the field for viewing only, select Read Only so that appears next to the field name. Note that system fields that cannot be edited display as read-only.

      • If you need to make all the fields in a section read only, click next to the section name. After that, if you remove Read Only from an existing field in that section or add a new field that is editable, appears next to the section name.

      • To make the field mandatory, select Required so that appears next to the field name.

      • To enable reviewers to add values to a single choice or multiple choice field, select Allow Users to Add Values so that appears next to the field name.

   4. To delete a field, in the field, click and then click Click to confirm you want to delete this field.

   5. To delete a section, in the top right corner of the section, click and then click Click to confirm you want to delete this section.

   6. When you complete the editing of the coding form, save it using one of the following methods.

      • Click Save to save the changes.

      • To save the coding form to a new name, click Save As and in the Save As dialog box, perform the following actions:

        1. In Form Name, type a name for the form.

        2. Optional. In Notes, describe the form.

        3. Click Save.