# Forms: Module Pages

# Forms Home Page

The Home Page of the Forms Module contains the Forms Table, where all existing forms built within your organization’s subdomain are stored and can be accessed.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/TWKimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/TWKimage.png)

A “Show forms in groups” checkbox allows a user to customize their view of the Forms Home Page for efficient use.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/HW2image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/HW2image.png)

When Forms are displayed in groups, quick links allow you to collapse and expand all groups as well as hide empty groups that do not currently contain Forms.

Forms can be filtered by all but archived, preview mode, live, closed, and archived.

Buttons at the top of the Home Page All for new forms to be created, databases to be converted to forms, and new groups to be created.

If there are existing form entries that require your approval, they will show in a table at the top of the Forms Home Page. In order for form entry approval to be required, you must establish a Form Rule.

<details id="bkmrk-how-to%3A-require-form"><summary>How To: Require Form Entry Approval</summary>

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</details>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/8Cwimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/8Cwimage.png)

<details id="bkmrk-how-to%3A-approve-a-fo"><summary>How To: Approve a Form Entry Pending Approval</summary>

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</details><details id="bkmrk-how-to%3A-reject-a-for"><summary>How To: Reject a Form Entry Pending Approval</summary>

{{@405}}

</details><table id="bkmrk-forms-table-context-"><colgroup><col style="width: 125px;"></col><col style="width: 713px;"></col></colgroup><tbody><tr><td colspan="2">**Forms Table Context Menu Option Explanations**

</td></tr><tr><td>**Option**

</td><td>**Explanation**

</td></tr><tr><td>Overview

</td><td>Selecting Overview from the context menu will open the Overview Tab related to the specific Form. The Overview Tab includes Form Stats (# of drafts, # of entries, # of pending approvals), the form status, form access (URL Link and QR Code) as well as a URL link for PDF submission info.

</td></tr><tr><td>Webform (popup)

</td><td><span style="white-space: pre-wrap;">Selecting Webform (popup) from the context menu will open a modal allowing an individual to input another form entry. If the form is not live, the modal will state so in bold under the header. Any submissions made before a form is live can be deleted. </span>

<p class="callout info">This modal will vary, as it opens the a unique form.</p>

</td></tr><tr><td>Form Properties

</td><td>Selecting Form Properties from the context menu will open the Form Properties Modal, allowing an individual to make changes to the Form Title and Tags, as well as the Basic / Advanced Settings and Form Styling established when the form was created.

<details><summary>How To: Edit a Form</summary>

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</details></td></tr><tr style="height: 10px;"><td>Copy Form

</td><td><span style="white-space: pre-wrap;">Selecting Copy Form from the context menu will open the Copy Form Modal, which allows an indivual to give a new title to the copied form. </span>

<p class="callout info">If there are any PDF versions of a copied form, they will need to be updated with the new submission URL and uploaded to the copied form. Entries will not be copied.</p>

<details><summary>How To: Copy a Form</summary>

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</details></td></tr><tr><td>Close Form

</td><td>Selecting Close Form from the context menu is an option if the form is live and will open a confirmation modal that states, “Are you sure you wish to close this form? Any draft entries will be deleted, and new entries will only be able to be added via manage entries.”

<details><summary>How To: Close a Form</summary>

{{@383}}

</details></td></tr><tr><td>Archive Form

</td><td>Selecting Archive Form from the context menu will open the Archive Form Confirmation Modal, which requires confirmation that the closed form is to be archived.

<details><summary>How To: Archive a Form</summary>

{{@380}}

</details></td></tr><tr><td>Fields

</td><td><span style="white-space: pre-wrap;">Selecting Fields from the context menu will open the Fields Tab for a specific form, where all existing fields are listed and where new fields can be added and managed. </span>

<p class="callout info">If a form is live, a checkbox will have to be selected in order for fields to be edited.</p>

<details><summary>How To: Add a Field to a Form</summary>

{{@373}}

</details></td></tr><tr><td>Rules

</td><td><span style="white-space: pre-wrap;">Selecting Rules from the context menu will open the Rules Tab for a specific form, where existing field rules are listed and where new rules can be added and managed. </span>

<p class="callout info">If a form is live, a checkbox will have to be selected in order for field rules to be edited.</p>

<details><summary>How To: Create a New Form Field Rule</summary>

{{@388}}

</details></td></tr><tr style="height: 10px;"><td>Upload PDF

</td><td>Selecting Upload PDF from the context menu will open the Upload PDF Form Modal.

<details><summary>How To: Upload a PDF Form after Fields are Created</summary>

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</details></td></tr><tr><td>Download PDF

</td><td>Selecting Download PDF from the context menu will download the PDF that have been associated with the form.

<details><summary>How To: Download a PDF Form</summary>

{{@393}}

</details></td></tr><tr><td>Clear PDF Cache

</td><td>Selecting Clear PDF Cache from the context menu will clear the PDF cache and force the system to recreate the form PDF (forcing the system to recreate the PDF with the current data).

<details><summary>How To: Clear a PDF Cache</summary>

{{@382}}

</details></td></tr><tr><td>Drafts

</td><td>Selecting Drafts from the context menu will open the Form Drafts Page showing the form draft history.

</td></tr><tr><td>View Entries

</td><td>Selecting View Entries from the context menu will open the Form Entries Page displaying all entry responses to date.

</td></tr><tr style="height: 10px;"><td>Manage Entries

</td><td>Selecting Manage Entries from the context menu will open the Manage Form Entries Page which displays the Form Entries Table. Entries can be added, imported, and exported from this page. Bulk edits can also be enabled for efficiency.

<details><summary>How To: Edit a Form Entry</summary>

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</details><details><summary>How To: Delete a Form Entry</summary>

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</details></td></tr><tr><td>Delete Form

</td><td>Selecting Delete Form from the context menu will open a confirmation modal that allows you to confirm deletion of the selected form.

<details><summary>How To: Delete a Form</summary>

{{@389}}

</details></td></tr><tr style="height: 10px;"><td>Make Form Live

</td><td><span style="white-space: pre-wrap;">Selecting Make Form Live is only an option on the context menu when a form is still in preview mode. When selected, the system will automatically change the form from Preview Mode to Live Status. An Update Status Modal will appear, confirming that the form is now live. </span>

<p class="callout info">Once a form is live, bulk entries can no longer be deleted.</p>

<details><summary>How To: Make a Form Live</summary>

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</details></td></tr><tr style="height: 10px;"><td>Delete all Entries

</td><td>Selecting Delete all Entries is only an option on the context menu when a form is still in preview mode. When selected, a deletion confirmation modal will appear.

<details><summary>How To: Delete All Testing Entries</summary>

{{@392}}

</details></td></tr></tbody></table>

# Manage Form Entries Page

The Manage Entries Page is utilized to add, edit, import, and export form entries. Bulk edits can be enabled on this page for efficiency by selecting the Enable Bulk Edit Mode checkbox below the filter.

You can access a form's Manage Entries Page by opening the Forms Module Home Page and clicking the three-dot icon to the right of a form name. Selecting Manage Entries from the Forms Table Context Menu will open the specified form's Manage Entries Page.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/7oXimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/7oXimage.png)

There are three icons on the Manage Entries Page. Each icon is explained in the table below.

<table id="bkmrk-manage-entries-page-"><colgroup><col style="width: 74px;"></col><col style="width: 835px;"></col></colgroup><tbody><tr><td colspan="2">**Manage Entries Page Icon Explanations Table**

</td></tr><tr><td>**Icon**

</td><td>**Explanation**

</td></tr><tr><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/3Xaimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/3Xaimage.png)

</td><td>The spreadsheet icon converts the table into a datatables table format.

</td></tr><tr><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/vaUimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/vaUimage.png)

</td><td><span style="white-space: pre-wrap;">The plus sign icon expands all form columns, showing all information collected by the form that might have be truncated because of space limitations. </span>

<p class="callout info">Individual entry rows can expand / collapse by selecting the clickable Less/More links in a cell.</p>

</td></tr><tr><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/mDvimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/mDvimage.png)

</td><td><span style="white-space: pre-wrap;">The minus sign collapses all form columns, reverting back to truncated formatting. </span>

<p class="callout info">Individual entry rows can expand / collapse by selecting the clickable Less/More links in a cell.</p>

</td></tr></tbody></table>

<span style="white-space: pre-wrap;">The three-dot icon to the right of the page header opens the Manage Entries Page Context Menu. This options on the context menu are explained in the </span>[Forms Home Page](https://kaswiki.kastrack.com/books/forms-module/page/forms-home-page).

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/wNbimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/wNbimage.png)

The context menu in the Forms Entries Table offers different options than the Manage Entry Page Context Menu. A detailed explanation of all options are included in the Forms Entry Context Menu Explanations Table below.

<table id="bkmrk-forms-entry-context-"><colgroup><col style="width: 150px;"></col><col style="width: 681px;"></col></colgroup><tbody><tr><td colspan="2">**Form Entry Context Menu Explanations**

</td></tr><tr><td>**Options**

</td><td>**Explanation**

</td></tr><tr><td>View Entry

</td><td><span style="white-space: pre-wrap;">Selecting “View Entry” from the Forms Entries Table context menu will open the View Forms Entry Modal, showing all of the form field inputs for a specific entry. </span>

<p class="callout info">You can select the “Edit” button from this modal to open the Edit Database Modal and make any desired changes.</p>

</td></tr><tr><td>View Single Entry in Reports

</td><td>Selecting “View Single Entry In Reports” from the Form Entries Table context menu will open the single entry in the Reports Module with a table listing all fields and the inputs associated with the specific entry.

</td></tr><tr style="height: 10px;"><td>Download PDF

</td><td><span style="color: rgb(68, 68, 68); background-color: rgb(255, 255, 255);">Selecting “Download PDF” from the context menu will download the PDF that have been associated with the form.</span>

<details><summary>How To: Download a PDF Form</summary>

<span style="color: rgb(68, 68, 68); background-color: rgb(255, 255, 255);">{{@393}}</span>

</details></td></tr><tr><td>Edit Entry

</td><td>Selecting “Edit Entry” from the Forms Entries Table context menu will open the Edit Form Entry Modal where an individual can edit any entry inputs.

<details><summary>How To: Edit a Form Entry</summary>

{{@395}}

</details></td></tr><tr><td>Tags

</td><td>Selecting “Tags” from the Forms Entries Table context menu will open the Forms Entry Tags Modal where an individual can add open, permissive, and restrictive tags to the forms entry.

<details><summary>How To: Create a New Tag from an Entity in Another Module</summary>

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</details></td></tr><tr><td>Send to Communications

</td><td>Selecting “Send to Communications” from the Forms Entries Table context menu will open the Send Communications Page in the Communications Module. The form entry will be attached to a communications email with options to store the entry in documents, require acknowledgement, and require acknowledgement at Login.

</td></tr><tr><td>Audit Log

</td><td>Selecting “Audit Log” from the Forms Entries Table context menu will open the read only Audit Log that shows the date and time a user completed an action in regard to a form's entry.

</td></tr><tr><td>Delete Entry

</td><td>Selecting “Delete Entry” from the Forms Entries Table context menu will open the Delete Forms Entry Confirmation Modal that states, “Are you sure you want to delete this Form Entry?”

<details><summary>How To: Delete a Form Entry</summary>

{{@390}}

</details></td></tr></tbody></table>

### Notes Regarding the Downloadable Template for Uploading CSV Files

<span style="white-space: pre-wrap;">The first row of the CSV file is for each of the form fields. If you download a CSV Template from the Upload CSV Modal, two additional column headers will show that are not form fields: Entry ID and Modify Existing Entry. </span>

If you are importing form entries and no entries have been added to the form yet, leave these columns blank in your upload.

If form entries already exist in the database, the Entry ID column will contain the unique system generated ID for each pre-existing database entry. Leave this column blank if the row is to be imported as a new entry. The second column, Modify Existing Entry, should have a “Y” input if the existing entry is being modified and an “N” input if it has not been modified. Leave this column blank if the entry is new.

# Form Groups Page

<span style="white-space: pre-wrap;">The Groups Page in the Forms Module is accessible on the Main Menu. The Groups Page is utilized for organizational function and allows forms to be grouped together for efficiency and ease of use. </span>

New Groups are created on the Manage Groups Page by clicking the New Group button.

<details id="bkmrk-how-to%3A-add-a-forms-"><summary>How To: Add a Forms Group</summary>

{{@374}}

</details>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/rvqimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/rvqimage.png)

The Groups Table on the Manage Groups Page lists all groups in alphabetical order. When clicked, the three-dot icon to the right of the group name opens a context menu. The options included in the context menu are explained in the table below.

<table id="bkmrk-groups-table-context"><colgroup><col></col><col></col></colgroup><tbody><tr><td colspan="3">**Groups Table Context Menu Option Explanations**

</td></tr><tr><td>**Option**

</td><td colspan="2">**Explanation**

</td></tr><tr><td>View Group

</td><td colspan="2">Selecting View Group from the context menu opens the View Group Modal that states the group name.

</td></tr><tr><td>Group Properties

</td><td colspan="2">Selecting Group Properties from the context menu opens the Group Properties Modal that allows an individual to change the group name.

<details><summary>How To: Edit a Forms Group</summary>

{{@397}}

</details></td></tr><tr><td>Delete Group

</td><td colspan="2">Selecting Delete Group from the context menu opens the Delete Group Confirmation Modal, which, when confirmed, will delete the group.

<details><summary>How To: Delete a Forms Group</summary>

{{@391}}

</details></td></tr></tbody></table>

# Form Settings Page

The Module Levels Tab of Settings Page can be accessed from the Main Menu. The system default module levels for the module are visible in the Module Levels Table. New module levels with customizable permissions can be created and managed on this tab.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/scaled-1680-/Mx9image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/Mx9image.png)

<span style="white-space: pre-wrap;">There are four system default module levels associated with the Forms Module. An explanation of the permissions associated with each default module level are shown in the Forms Module Level Permissions Table below. </span>

<p class="callout info">System default module levels cannot be customized.</p>

<table id="bkmrk-forms-module-level-p"><colgroup><col style="width: 127px;"></col><col style="width: 723px;"></col></colgroup><tbody><tr><td colspan="2">**Forms Module Level Permissions Table**

</td></tr><tr><td>**Module Level**

</td><td>**Permissions**

</td></tr><tr><td>Admin

</td><td>Convert database to from, delete, add form, Customform (delete / edit / view / upload pdf / list / delete all customform, manage submissions, change status, design, download pdf), Admin (manage roles), Distribute, Create Form, View Submissions, Can Skip Payments, Can Edit Payment Form Entries, Formgroup (list / add / edit / delete / view formgroup)

</td></tr><tr><td>Guest

</td><td>Customform (view / list customform, download pdf), View submissions

</td></tr><tr><td>Manager

</td><td>Add form, Customform (edit / view / upload pdf / list customform, manage submissions, design, download pdf), Create Form, View Submissions

</td></tr><tr><td>Staff

</td><td>List Customform, View Submissions

</td></tr></tbody></table>

New Module Levels can be created in order to customize module level permissions to suit your organization's needs. An explanation of the icons associated with customized module levels have been provided in the table below.

<table id="bkmrk-module-level-customi" style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0.3em 0px 1.375em; padding: 0px; border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-alternates: inherit; font-variant-position: inherit; font-variant-emoji: inherit; font-weight: 400; font-stretch: inherit; font-size: 14px; line-height: inherit; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Oxygen, Ubuntu, Roboto, Cantarell, "Fira Sans", "Droid Sans", "Helvetica Neue", sans-serif; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: baseline; border-collapse: collapse; border-spacing: 0px; min-width: 100px; max-width: 100%; hyphens: auto; table-layout: fixed; color: rgb(68, 68, 68); letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><colgroup><col></col><col></col></colgroup><tbody><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td colspan="2" style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">**Module Level Customization Icons**

</td></tr><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">**Icon**

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">**Explanation**

</td></tr><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/OQrimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/OQrimage.png)

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them.

</td></tr><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/Bbrimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/Bbrimage.png)

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">The bulleted list icon allows you to assign permissions to customized module levels.

</td></tr><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/ELJimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/ELJimage.png)

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">The pencil icon opens the Edit Module Level Modal.

</td></tr><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/Uwlimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/Uwlimage.png)

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">The trashcan icon opens the Delete Module Level Confirmation Modal.

</td></tr></tbody></table>

<details id="bkmrk-how-to%3A-add-a-new-mo"><summary>How To: Add a New Module Level (Forms Module)</summary>

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</details>A complete list of all permissions associated with the Forms Module have been provided below.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/scaled-1680-/RZ6image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/RZ6image.png)