Removing or Changing Forms in Process Stages

If you need to change the form that is currently housed in a process stage you can remove it completely, or replace it with another form. In the applicable stage:

  • The “Remove” button allows you to remove the form from the process.
    • You cannot remove a form if the process is turned ON. It must be turned off while you remove the form, then the process can be turned back on.
    • Once a form is used in the process it is permanently attached to the process and it cannot be removed.
  • The “Change Form” button allows you to change the selected form to a different form.
    • When you click “Change Form” you are presented with the list of forms in the system that are the same form type. Remember that you can select a form from the list and copy it into the stage, or you can choose to create a new form:
    • Note that:
      • You cannot change to a different form if the process is turned ON. It must be turned off while you change the form, then the process can be turned back on.
      • It is important to note that once a form has been used it is permanently attached to the process and it cannot be changed to a different form.

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