How to Adjust the Questions, Form Logic, and Response Settings for Survey Forms and Note Type Forms
Survey and Note Forms can be edited to meet evolving needs. Keep in mind that any new fields added to a survey form will be added to future survey instances but not to any completed or in progress instances.
To edit either the details of a survey or its questions, first find the data collection category for that survey form.
Find the data collection that contains the survey, and click its name to open it.
Then click the name of the survey to open it.
This opens the Survey Form Management Folder.
To edit the fields and sections on the survey form, select the Question Fields tab at the top. Then select the Edit Questions button.
To add or edit survey questions, click Edit Questions. Field types cannot be changed once a field has been saved to a form. Also, new fields will only appear on new survey instances and will not be added to in progress or completed survey instances.
In editing mode, you can drag and drop to rearrange fields and move them to other form sections. To edit a specific field or section's settings, click the Edit icon.
You can also add new questions and new sections. Each section must have at least one data entry field (not just a description field).
When editing a question, you can change the text of questions and answers, but the question type cannot be changed. You can also make a question required, enable numerical values for options, enable calculations, delete options, or archive the entire question.
Fields no longer needed for data entry
If a field has ever been used to collect data, the field should be hidden or archived rather than deleted in case the field is needed again in the future.
- Hidden fields can be used in compylations, scorecard feeds, and in data exports.
- Archived fields cannot be in added to data exports.
When finished editing questions, save your changes. The Save Changes button can be found at both the top and bottom of the list of fields and sections.
On the Form Management Folder's Settings tab, you can change the survey’s name, description, or frequency, make it private, or change its data collection or public form. (The public form is filled out by participants not already set up in the system, who receive a survey instance URL.) You can also choose whether respondents will see a confirmation message upon completing the survey or be redirected to a URL. If you make any changes, click Save at the top of the settings section. 
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