Megan Hagedorn No Comments

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!

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