This article reviews editing and deleting questions from the Intake Layout Manager.
Edit Intake Questions
To modify a question, click the pencil icon
from either the Questions list or from the custom section where it has been placed. Changes can only be made to the Name field. Click the Save button when finished.
Remove a Question
To remove a Question from a selected section, click the Delete icon
.
Click the Yes button to remove the question from the selected section. All data associated with this question will be deleted. The question will remain in the list of Questions.
Click the No button to abort the question removal. The question will remain in the selected section.
If the question is the only remaining field of that section, you will be prompted to remove the empty section. Neos does not require you to remove it but is a helpful reminder to keep your Intake forms clean.
Delete a Question
To delete a question from the Questions list, click the edit icon. On the Edit question window, select the Delete Question button.
NOTE: If the Question is used in the Intake Layout Manager for any Case Type, it cannot be deleted. Instead, remove the question from the Intake Layout Manager design screen of all Case Types where the field is present. Then proceed to delete the question.
If the Question is NOT used in the Intake Layout Manager for any Case Type, confirm your selection on the Delete Question message.
Click the Yes button to delete the question from the Questions list. If no other changes exist, the Intake Layout Manager will automatically save.
Click the No button to abort the question deletion. The question will remain in the Questions list.
Click the Save button to keep your changes. Click the Discard button to cancel all recent changes.