Editing a Form Name or Index

If you edit a form name, the updated name will display on the engagement view page.

  1. On the Engagement List, click the engagement to open it.
  2. Open the folder and scroll down to the form you want to update.
  3. Click in the Actions column for the form.
  4. Click Properties.
  5. Revise the form name or index.
  6. Click on the Save button in the lower right of the Properties window to save your changes.