You can use the Save Form Design option to save all features of the current form, other than numerics (such as format settings, filters, and so on).

In SAS^® Financial Management 5.62, when you select Save Form Design, some different scenarios can occur:

• The expected changes are applied to the current form. In addition, those same changes are also applied to every form within the same formset because the associated template was modified.
• The changes made in a form do not persist after you select Save Form Design. This issue occurs when you have already saved the form in a past SAS Financial Management version.

To identify the formsets affected by this issue, you must run the following query via the PGAdmin tool. Running this query produces a table with the list of the formset names and cycle names with this issue.

SELECT sfs.form_set_nm, scd.cycle_nm
    FROM sas_form_set sfs INNER JOIN sas_cycle_data scd 
    ON sfs.cycle_id = scd.cycle_id
    WHERE sfs.form_set_id IN (
    SELECT DISTINCT ON (form_set_id) form_set_id
    FROM sas_form_template sft
    WHERE form_template_nm ~ '^[0-9]+$'
    AND form_template_id != form_template_nm::int
    AND target_member_id IS NOT NULL
    ORDER BY form_set_id, form_template_id); 

Workaround

To circumvent this issue, complete the following steps:

1. Export all the formsets in the table list for safekeeping. 
2. Make a copy of the formsets in the same cycle. Then, do either of the following:
   • Copy and create a new formset and then reset the original formset. 
   • Delete the formset if the original copy is no longer needed.
3. Apply the hot fix.