Editing a Form

To Edit a Form:

1. Open the Form

1. Click the Forms Icon to go to the Forms view.
2. Locate the form you want to edit in the list.
3. Click the › arrow in the Actions column to open the form.
4. Click Edit Form at the top of the form’s page.

• Once in edit mode, you can:
  • Edit the form’s header section.
  • Edit an individual field.
  • Delete a field (except in the cases of required fields).
  • Rearrange the order of fields.
  • Add new fields.

To Edit the Header Section

1. Click the pencil icon next to Preview in the upper-right corner.
2. You can:
   • Change the Form Name or Description
   • Add or change the Expiration Date
   • Connect/Disconnect a form to an Event or Calendar
   • Change a previously-selected Connection
     • Note that connection changes may be limited if a Form already has responses.
3. Click Save to complete header edits.

To Add a Field

1. Click Add Field at the bottom of the form.
2. Select the field type.
3. Enter the Label and Prompt.
4. Check any necessary boxes and fill in field-specific details.
5. Click Save to finish adding the field.

To Edit a Field

1. Click the pencil icon on the right end of the field’s row.
2. You can:
   • Change the Label Name or Prompt
   • Toggle Required or Internal Use? checkboxes
   • Edit additional options based on field type (e.g., number range, date options)
3. Click Save to complete the edit.

To Delete a Field

1. Click the trash can icon on the right end of the field’s row.
2. Note: The default fields (Name and Contact Information) cannot be deleted.

To Rearrange Fields

• Use the up/down arrows on the far right of each field’s row to move fields until they are in the desired order.