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How to create and edit Forms

Learn how to build and edit forms on Mira

Updated over 3 weeks ago

Creating forms

!! DESKTOP/LAPTOP ONLY !!

If you wish to build a form from scratch, you can do so by navigating to Forms > Add Forms (green button) > "Create New Form" button

You can also clone an existing form by opening its dialog and clicking "Clone to new Form"

After clicking either of the above buttons, you will be given a blank/cloned form. You can now create new sections and add fields.

Editing existing forms

Mira supplies you with master forms. These forms are system-configured.

Sometimes these forms may not contain the necessary details which your business needs to supply to your customers.

To edit your forms, navigate to Form Editor by clicking "Forms" in the left-hand navigation menu.

Select which form you would like to edit, including the version.

In the dialog which opens, click on "Edit Form".


Using the Form Editor

On the Form Editor, you can manipulate any part of the form.

To learn how different parts of the form editor works, have a read of the following articles:

Once you have finished making changes to the form, click on the "Save Form" button at the bottom right.

You may optionally add in some release notes which other staff members in your business can read to understand what changes you have made.

Then, either save as a draft to continue editing later, or publish the changes for use on new reports.

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