Managing Forms

Managing forms is essential for keeping your workspace organized and efficient. This guide covers how to edit and manage existing forms within your workspace. Use this when you need to update form content, adjust settings, or ensure your forms are aligned with current requirements.

Before you start

• Ensure you have access to the workspace with the necessary permissions to manage forms.

Steps to Manage Forms

1. Log in to Your Account Access the application and log in using your credentials. If you haven't set up your account yet, refer to the "Setting Up Your Account" article.

2. Navigate to the Forms Section Once logged in, locate and click on the 'Forms' section from the main dashboard. This section displays all forms available in your workspace.

3. Select the Form to Edit Browse through the list of forms and click on the form you wish to manage. This opens the form in edit mode.

4. Edit the Form Content Make necessary changes to the form fields, labels, or layout. You can add new fields, remove existing ones, or modify field properties as needed.

5. Adjust Form Settings Access the form settings to update configurations such as submission limits, notifications, or integrations. Refer to "Configuring Notifications" for detailed steps on setting up alerts.

6. Save Changes After making the desired edits, click the 'Save' button to apply changes. Ensure all modifications are saved before exiting the form.

7. Test the Form Optionally, test the form by submitting a sample entry to ensure all changes work as expected.

8. Distribute the Form Once satisfied with the edits, distribute the form to your intended audience. You can share the form link or embed it on your website.

Example Form Configuration

Here's an example of a simple form configuration you might use:

plaintext
Form Title: Customer Feedback
Fields:
 - Name: Text Field
 - Email: Email Field
 - Feedback: Text Area
Settings:
 - Notifications: Enabled
 - Submission Limit: 100

If something goes wrong

• Form Not Saving: If changes are not saving, check your internet connection and ensure you have the necessary permissions. Try refreshing the page and reapplying changes.

• Form Not Displaying Correctly: If the form layout appears incorrect, review the form design for any misplaced elements or incorrect field settings. Adjust as needed and save again.

• Submission Errors: If users report issues submitting the form, verify that all required fields are correctly configured and that there are no conflicting settings in the form's configuration.