Edit a form's questions
Change, reorder, or delete questions and answer options in an existing form, after checking every care flow the form is used in.
This page covers editing the form itself: its questions and answer options.
Read this before changing anything. A form is shared, so changes to it appear in every step and every care flow that uses it, across the whole organization. Check where a form is used before editing it, especially one built by someone else.
Edit a question
- Double-click the step and select the form action to edit.
- Click Edit form to open the form builder.
- Select the question to change.
Reorder or delete questions
- Reorder: drag and drop questions into place.
- Delete a question: click the three dots on the selected question and choose Delete.
- Delete one answer option: open a single- or multiple-select question, then click the trash icon next to the answer to remove.
Deleting a question deletes its data point
Anything downstream that reads that data point, such as conditional logic, a calculation, or a track trigger, then has nothing to read.
If a form is already live and collecting data, prefer adding a new question over deleting an old one.
Next steps
For building a form from nothing instead, see Build a form.
Build forms with Shelly
Describe an assessment in plain language and have Shelly draft the questions, or upload an existing form and have it recreated.
Encode questions and answer options
Give forms, questions and answers stable keys and clinical codes, so the data is findable in logic, comparable across systems, and usable for analysis.