Creating, Updating & Deleting Forms

Forms Page

Creating Forms

Create Form Page

You must have permission to create Forms to perform the steps below.

1. Visit the Create Form Page at https://customdomain.com/admin/forms/create.

2. Fill out the necessary fields including the new Form's title, public ID, department, and query parameter setting.

3. Create Form Pages and Form Blocks. You can refer to Contents of a Form for more information on how these settings affect your Form's behavior.

4. Click "Create Form".

5. Confirm the action on the dialog popup.

Previewing a Form through the Form's Page allows you to fill out fields, navigate all the pages, and click submit without it creating a Form Response.

Updating Forms

You must have permission to update Forms to perform the steps below.

1. On the Forms Page, click the "Edit" icon in the row of your chosen Form. Alternatively, you can go to the Form's own page and click the "Edit" icon in the upper-right corner.

Edit Form Icon on the Forms Page

2. Update the settings and/or the Form Pages and Form Blocks you wish to change.

3. Click "Save Edits".

4. Confirm the action on the dialog popup.

Deleting Forms

You must have permission to delete Forms to perform the steps below.

1. On the Forms Page, click the "More" icon in the row of your chosen Form.

Delete Form Button on the Forms Page

2. Click "Delete Form". Alternatively, you can go to the Form's own page and click the "Delete" icon in the upper-right corner.

3. Confirm the action on the dialog popup.

Restoring Forms

Forms are only ever soft deleted so you can always restore previously deleted Forms. Proceed to the following instructions to learn how:

Viewing Deleted Forms on the Forms Page

You must have permission to delete Forms to perform the steps below.

1. On the Forms Page, click "Show Deleted" in the upper left corner.

2. Find the Form by scrolling through the list or using the available filters.

3. Click the "More" icon in the row of your chosen Form.

Restore Form Button on the Forms Page

4. Click "Restore Form". Alternatively, you can go to the Form's own page and click the "Restore" icon in the upper-right corner.

5. Confirm the action on the dialog popup.