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Editing an Element, Form, or Sequence

You can edit Elements, Forms, and Sequences. When a business process in your institution changes, you may be required to add fields to an Element. Further, you may also be required to remove Fields from an Element, a Form, or a Sequence.

To Add a Field to an Element

1. In Build mode, click the Elements tab. All existing Elements are displayed.

2. Move the Element to the Canvas.

3. Click the Add Field button to open the Fields tab in the Toolbox.

4. You can add an existing Field to the Element.

5. Alternatively, click Add New Field to create a Field and then add it to the Element.

6. Click SAVE. The changes to the Element are saved.

To Remove a Field from an Element or a Sequence

1. In Build mode, click one of the following tabs:

   • Element
   • Sequences

   All existing content of the selected tab is displayed.

2. Move an Element or a Sequence to the Canvas.

3. Click next to a Field to remove the Field from the Element or Sequence.

4. To view a Field in a Sequence, click next to the Sequence and then click next to the required Form.

5. Click SAVE. The Field is removed from the Element or Sequence.

Help Build: Tuesday, August 29, 2017

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