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Edit ORI Message

This article helps you understand how to edit an original form message.

Updated over a week ago

Project users can edit the ORI message created at a later stage. This facility is available on the form types for which the form template setting of 'Allow Editing ORI Message' is set to 'Yes'. Users can edit the form message content as well as the associations, attachments & attributes. Click here to learn more about how to manage form settings.

Additionally the setting for 'Allow Import in Edit ORI' has to be 'Yes' and an appropriate option for either 'overwrite' or 'merge' has to be selected.

'Overwrite' option - This option will overwrite the information in the ORI message completely and replace it with the data from the Excel sheet which is uploaded.

'Merge' option - This option will merge the contents of the ORI message with the contents of the Excel sheet which is imported, the data already present in the ORI will be retained and new additional data from the Excel file will be imported.

1. Keep the Excel file which needs to be imported ready.

2. Navigate to the 'Project Forms' tab and click on the form type to access the forms listing.

3. Click the form id that needs to be edited and it will open in a new browser tab.

4. Click the 'Edit ORI' option while viewing the form to open the original form message in edit mode.

5. In edit mode, click the 'Import from Excel' button to enable the Excel import.

6. Click 'Choose File' to select the Excel file to be imported from your local device storage.

7. Select the file and import it. The system will prompt if the Excel data is imported successfully.

8. System will display a message based on whether the selected Excel file is associated with the form which you are editing or not.



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