A user with the Additional Forms Admin permission can edit an additional form by changing the properties of any of the fields in the form, including the name of the field, the Quick Tip that displays when a user hovers over the field, and making the field required or optional.

If an additional form contains a special field list, the Additional Forms Admin can update the Person Filter (Person Field), edit the Parent Field (Linked Combo Field or Linked Multi-select Field), or alter the Default Value (Hyperlink Field). The Admin can also add more fields to an additional form, but they cannot delete any of the existing fields, or delete the form. However, a field can be hidden so that users no longer see the field when they add the form to a Company, Contract, or Project Profile.

Other edits include re-designing the form by adding/removing headings (Information Panels), moving fields from one column to another, and updating a form's restrictions.

In the steps below, we are editing a contract additional form, but the procedure is the same for a company additional form and a project additional form.