Site Admin - Edit an Online Form
Depending on your access level, you may be able to edit forms you have previously added, or you may be able to edit all forms appearing on the site (including ones you have not added).
If you need additional detail on building a form from the start, visit the Add an Online Form article.
To edit an existing online form:
If you need additional detail on building a form from the start, visit the Add an Online Form article.
To edit an existing online form:
- Click on the Publish menu -> click Edit Content -> under Title of Content select the form you wish to edit -> click the Edit button. The FormBuilder Page will be displayed.
- Enter the desired changes for Title, Description, Instructions, Display in Mgmt Office, Permissions, Email Recipients, and Submittal Text. If you need to edit an e-mail value previously entered, select the e-mail address within the list , click Edit, and the value will be retrieved for editing.
- If you would like to change the order in which fields are listed, click on a field as it appears under the Form Viewer. The Form Field Editor box will be displayed. You can choose to place the field before a different field by using the "Display Before" option.
- To edit an existing field, click on the field within the Form Viewer. The Form Field Editor box will appear, in which you can make changes. Click OK when you are finished.
- Click either Save or Save as Template. Saving your form as a template will allow you to save it as a different version than the one you previously had. (The old version will still be stored and will be accessible through the Publish menu > Forms > Add Form.) If you click Save, you will replace the old version with the current version. After saving your form, you will be returned to a copy of the form as it will appear to the user. Be sure to test your form to make sure the submitted information is sent to the proper e-mail address(es). Pressing the Submit button will send a copy of the completed test form to the email address(es) you specified.