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In order to edit an approved budget item, any existing approvals and rejections regarding the budget item will be cancelled. The budget item must then be unlocked before editing is possible. To unlock a submitted budget item for editing, select the appropriat...

A Budget Item must be unlocked for edits to be made. How To: Unlock a Submitted Budget Item for Editing Unlocking the budget item allows the pencil icon to be selected for edits to the budget. How To: Edit a Budget Item After Submission for Approval O...

Go to the Active/Closed/Archived Budget Table and click the title of the budget you wish to edit, opening the Budget Item Per Budget Table. If the budget item has already been submitted for approval, it must be unlocked first before edits can be made. Unlo...

How To: Add a Database Field How To: Add a Database Group How To: Add a Database Rule How To: Add a New Module Level (Database Module) How To: Add an Individual Database Entry How To: Add Tags to a Database Entry How To: Bulk Edit/Delete Database Entri...

How To: Access a Form's Shareable URL Link/QR Code How To: Add a Field to a Form How To: Add a Forms Group How To: Add a New Module Level (Forms Module) How To: Add an Individual Form Entry How To: Add Forms to a Group How To: Add Tags to a Form Entry ...

To create a database field, go to the Home Page of the Database Module. Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.  Select “Fields” opening the Fields for database (DatabaseName) Page. There are t...

To add a database group, go to the Groups Page of the Database Module. Select the “New Group” button opening the New Group Modal. Input the desired name of the new group and select the “Save” button. The new group will now show in the Group Table.

To add a database rule, go to the Home Page in the Database Module. Click the three dot (…) icon to the right of the database you want to edit to open the context menu. Select “Rules” opening the Rules Tab that contains the Rules Table. Before any rules a...

To add a new module level in the Database Module, go to the Settings Page and select the “New Module Level” button. This opens the New Module Level Modal. Input a name for the new module level and select the “Save” button. The new module level will now ...

To add a database entry, go to the Home Page of the Database Module. Click the three dot (…) icon to the right of the database you wish to add an entry to opening the context menu. Select “Add Entry”. You can select “Add Entry” from any context menu in the D...

To add tags to a database entry, go to the Home Page of the Database Module. Click the three dot icon to the right of the database you wish to edit opening the database context menu. Select “Manage Entries” from the context menu opening the Entries for data...

To bulk edit database entries, go to the Home Page of the Database Module. Click the three dot icon opening the database context menu. Select “Manage Entries” opening the Entries for database (DatabaseName) Page. To the right of every Entry ID is a three...

To copy a database, go to the Home Page in the Database Module. Click the three dot (…) icon to the right of the database you want to copy to open the context menu. Select “Copy Database” opening the Copy (DatabaseName) Database Modal. The modal will aut...

To create a new database, go to the Home Page of the Database Module. Click the “Create Database” button, opening the New Database Modal. Input a Title for the new database. Select any groups the database should be associated with. Provide a description ...

To delete a database, go to the Home Page in the Database Module. Click the three dot (…) icon to the right of the database you want to delete to open the context menu. Select “Delete Database” opening the Delete Database Confirmation Modal. Confirm you ...

To delete a database entry, go to the Home Page of the Database Module. Click the three dot icon to the right of the database you wish to delete an entry in opening the database context menu. Select “Manage Entries” from the context menu opening the Entries...

To delete a database group, go to the Groups Page of the Database Module. Select the three dot icon to the right of the Group Name you wish to delete, opening the Group Table context menu. Select “Delete Group” from the context menu opening the Delete Gr...

To edit a database, go to the Home Page in the Database Module. Click the three dot (…) icon to the right of the database you want to edit to open the context menu. Select “Edit Database” opening the Edit Database Modal. The title, groups, tags, or datab...