When a form template has already been assigned to a project, you cannot change the questions in the form. However, you can create a new version of the form and change the questions in the new version.

1. Confirm that the correct business unit is selected in the Current Business Is field, and that no project is selected in the Current Project Is field.
2. Select Business Setup > Standards And Templates > Business Form Templates > Configure Form Templates.
3. In the Configure Form Templates screen, right-click on the form name of the template you want to change, and click Create New Version.
4. In the Form Version field on the Create New Version window, enter a new version identifier.
5. In the Start Date field, click the down arrow and select the date when this new version becomes effective.
6. Ignore the Expiry Date field unless you have a firm date when this version must expire.
   Generally, we do not recommended using enter an Expiry Date because plans often change after a new version is created.
7. Click Save.
8. If you want to edit the template details and permissions for this new version:
   1. In the Configure Form Templates screen, right-click the Form Name again, and select Details & Permissions.
   2. In the Edit Form Details & Permissions screen, make your changes. For more information, see Template Details Fields and Permissions by Typically Assigned Roles.
9. To add, edit, or delete questions on this new version:

   If you want to edit	For information, see
   Single questions	Add a Question to a Form Template
   Question groups	Insert a Question Group into a Form Template
   Dynamic question tables	Insert a Dynamic Question Table into a Form Template
   Static question tables	Insert a Static Question Table into a Form Template
   Text	Insert text into a Form Template

10. If you want to assign the new version of the form template to all projects where previous versions of the form template were used:
    1. In the Configure Form Templates screen, right-click on the new version of the form template, and select Assign to All Projects.
    2. In the Are you sure... message, click OK.
       The new version of the form template is assigned to all projects where older versions have previously been used. Any partially or fully completed forms using an older version will be unaffected, and all new instances of the form will use the latest version.