Who is this article for?

Administrators who want to learn to edit and copy form records in InForm.

Administrator permissions are required.

InForm offers powerful tools for modifying and duplicating form records, enhancing flexibility in clinical data management. This section covers the essential procedures for editing existing form records and creating copies, allowing users to efficiently update information and replicate data structures as needed.

1. Edit form records
2. Copying form records
   1. Form field status using copy function
3. Further reading

1. Edit form records

To edit an existing form record (and potentially alter its status), from the form records page:

1. Locate the form either from the List All page or via the specific form group.
2. Click Show Filters.
3. Apply required Filters to locate the form.
4. Click Edit to the far right-hand side of the form record, or click anywhere in the row.
5. Edit the form as required.
6. Click Save to save changes and return to the form records page.

Note: Users with the submit only privilege will not be able to edit forms once they are complete.

2. Copying form records

When multiple form records with similar information are required, the copy form feature can be utilised. An existing form record can be copied to create a new form record where selected information is copied from the existing record and is used to pre-populate the new record. The new record can then be completed and saved by the user to finish the process.

To create a copy of an existing form record, from the Form Records page:

1. Locate the form either from the List All page or via the specific form group.
2. Click Show Filters.
3. Apply required filters to locate the form.
4. Click Copy to the far right-hand side of the form record.
5. A copy of the form record will open.
6. The new form record will only contain selected information from the source record.
7. Complete the new form record as required.
8. Click Save.

Note: Not all fields copy to the new form record i.e. signatures are deleted.

2.1. Form field status using copy function

Other information associated with the copied record is treated as listed below:

The copy function is controlled by a privilege. Therefore, only users with the Form Records - Copy privilege have access to the copy feature.

3. Further reading

• Reporting from the form record page in InForm
• Viewing and creating form records in InForm
• Using form records in InForm