Keep planning questions accurate while choosing whether the change belongs in a reusable form, a workflow or one client's event.
Edit a reusable form
Open Automations > Manage Planning Forms and select the form.
Open the editor and update wording, choices, order or required settings.
Save and preview the form. Check its layout and how questions can be answered.
Edit a workflow draft
Open the event type in Workflow Studio and select the To-Do. Turn on Include a form and select View & edit form to edit its draft questions. Accept the edits, save the draft and use Test the portal before reviewing and publishing.
Edit only one event
Open the event portal, select To-Dos and open the task. Review and save its form changes there. Editing a client's answers changes that event record.
Check the client version
Do not assume saving a reusable form rewrites forms already attached to every event. Inspect the workflow and an appropriate event To-Do. Review existing-event changes separately and protect completed answers.