This guide shows you how to update or delete forms you no longer need while managing form elements carefully to preserve data.
Important considerations before you edit
- Adding elements: Adding new form fields won’t impact existing data, but past submissions won’t include these new elements.
- Removing elements: Deleting a form field removes it from exports, even if it was previously completed.
- Value sets: Avoid removing options from drop-downs or multiple-choice fields if they’ve already been selected in past responses.
Edit your form
- From Venue Manager go to Documents > Forms > All Forms.
- Scroll down or search for the form you want.
- Select the options menu (3 dots) for the form you want, then choose Edit, Duplicate or Delete. Review the important considerations above before editing a form.