Forms - Edit an Existing Form (Editing a List)

You can edit existing Forms (Lists) on your site.  

Before working with Forms on your ShareVision site, you will need to

• Login with ShareVision Administrator permissions 

• Have developed a plan for the form (list) that you would like to modify. 

1. Login to ShareVision with a user account that has Site Administrator permissions. 

2. Select the gear in the upper right hand corner and then select Site Administration:
   

   
   
   
   

3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   

   
   
   
   

4. In Site Administration, select View All Lists and Libraries in the List and Libraries section:
   
   

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First, search for the list that you would like to modify:

1. In the search bar, enter the name of the list and select search:
   
   

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2. In the Search Results, select List Settings for the list you are modifying:
   
   

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You can add a new by either selecting a column from Existing Site Columns or by creating a new column. Both options are explained below.

1. To add Column to this list that already exist on your site, click Add from existing site columns
   
   

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   All available columns will appear in the box on the left. Click a column to highlight it and then press Add to move the column into the Columns to Add box. When you have selected all of the existing columns you'd like to add to the list, click Okay
   
   
   
   

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Click Create Column

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1. Enter the Column Name 

2. Select a Column Type - this will determine how information will be collected for the column 

3. Add a Description (optional)

4. Choose if the column answer is required

5. Choose if the form should Enforce Unique Values. Enforcing unique values would prevent any two responses from having the same value in this field.

6. Set a Maximum Number of Characters (if applicable)

7. Enter a Default Value for the column (if applicable)

8. Click OK to save the Column

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Once the List has all necessary columns, the order of these columns can be re-arranged so they appear in the appropriate order when someone completes the form. To change the order in which the columns appear, select Column Ordering

All Columns will appear and can be assigned a number from the top. Once satisfied with the order, press OK