Update management forms

When a data architect adds, edits, or removes a management form, the management section of every project and project template in the live site is updated the next time sitewide changes are published. The management section ensures that project data is collected consistently across all projects so that dashboard reports are accurate.

Add a management form

When you add a form to a project template's management section, the form is added to every project and project template in the sandbox.

  1. In the sandbox, select Templates.
  2. Under Management Forms, select Add to Management.
  3. In the Add Tool to Management dialog box, select the forms to add to the management section and select Add.
    Note

    After you add a form to the management section, users cannot add it to the roadmap.

Edit a management form

To edit a management form, open the form template and make your changes. When you save the form, your changes are applied to the management form in every project and project template in the sandbox.

  1. In the sandbox, select Templates.
  2. Under Management Forms, next to the form to edit, select the edit button . The sandbox template editor opens and you can edit the form by adding, editing, or deleting data fields, changing the formatting, and so on.

Remove a management form

When you remove a management form from a template's management section, it is removed from every project and project template in the sandbox. Only data values that are connected to global data fields remain in the project; all other data values are deleted.

  1. In the sandbox, select Templates.
  2. Under Management Forms, next to the form to remove, select the remove button .
    Note

    After you remove a form from the management section, users can add the form to the roadmap again.

Reorder management forms

When you change the order of the forms in the management section, your changes are applied to every project and project template in the sandbox.

  1. In the sandbox, select Templates.
  2. Under Management Forms, select the gripper next to the form and drag it to where you want the form to appear in the list.

Refresh the management section

When you update the management section, projects and project templates are updated immediately in the sandbox. To see the updates, open a sandbox project or project template. If a sandbox project or project template is already open, select the Refresh button .

To see the updates in the live site, you must publish them. Go to Publish your changes.

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