Since many organizations have moved over to the Unified Interface, one of the most popular questions we’ve received is, “How do I edit fields in a form header?”
It’s no longer possible to just click on the field/field contents to edit them, but it’s nearly as easy.
To edit these fields, simply select the drop-down arrow to the right of the header:
A small pop-up window will appear with the editable fields:
Make the required edits, and save the record. That’s it!
Is this still the case, is there any way to change it to be editable in the header? Why would someone think this is a better way?
Hi Matt,
Yes, you still need to “expand” the header to edit the fields. I agree!