Edit Dynamic Forms

Follow these steps to edit a dynamic form.

To edit a dynamic form:

  1. Click the Edit Dynamic Form icon D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\edit.png in the Actions column of the Dynamic Forms screen for the form you want to edit.
  2. Edit information on the form, as needed.
    • Any field that is already in use in the form are not shown in the inventory on the left pane.

    • Removing a field from the workspace re-enables it for use in the same form.

    • Deltek Talent will display an error message if you attempt to drag and drop a field that is part of a field block that already in used on the form.

    • Any changes that you make to a form in In Use status immediately update that form wherever it is used.

  3. To move fields on the form, click the field, then drag and drop it to a new position on the form.

    Any fields used in field blocks are disabled when that field block is dragged and dropped into the form workspace.

  4. To revise the repetition settings of a field in the form, click D:\Sylvia Files\WIP\TODO\HRsmart\Icons\Blue Gear.png .
  5. After you have finished editing the form, click one of the following options:
    • Save and Continue: Click this to save the form in its current state and continue editing the form.

    • Save: Click this to save the form in its current state and return to the Dynamic Forms screen.

    • Save Draft: This appears if you are editing a form from the Dynamic Forms Drafts list. Click this to save the form in its current form and return to the Drafts list.