Users with the Administrator or Moderator role have the ability to edit existing easy forms when needed, this could be to add, edit or deleted elements and pages, rearrange the order of elements and pages, modify additional settings, or to add, edit, or delete emails/handlers.
NOTE: deleting an element from a form that has past submissions will result in the loss of that data from past submissions. Similarly, deleting a form will also delete past submissions from the form.
Editing Easy Forms
Navigating to the Easy Form
- From the Dashboard, click the Easy Forms tile
- Find the form by either
- Browsing the list; OR
- Searching the form by name
Adding Elements and Pages
- Navigate to the form as described in the steps above, once found, under the Operations column, click Build
- Click the appropriate +Add element or +Add page button
- In the window that opens, complete the necessary fields
- Refer to the Create an Easy Form article for a full description of fields when adding new elements and pages to a form
- Click Save
- In the window that opens, complete the necessary fields
Editing Elements, Pages, and Settings
Elements and Pages
- Navigate to the form as described in the steps in the Navigating to the Easy Form section above
- Once found, under the Operations column, click Edit
- Navigate to the element or page, then click Edit under the Operations column on the right
- In the window that opens, modify the element or page settings as needed
- Refer to the Advanced Features for Easy Form Elements article for information on adding conditions to elements
- Click Save
- In the window that opens, modify the element or page settings as needed
Settings
Various form settings can be modified to change the URL alias, whether a form is open or closed for submissions, emails/handlers and more. The settings can be accessed whether on the main easy form dashboard list view, or from the form builder.
From the easy form dashboard list view of forms:
- Navigate to the form as described in the steps in the Navigating to the Easy Form section above
- Once found, under the Operations column, click the drop-down arrow, then click Settings
- Refer to the various Easy Form Settings articles for specific information on modifying settings
If you have already navigated to the form for editing elements or pages:
- Click Settings at the top of the page
- Refer to the various Easy Form Settings articles for specific information on modifying settings
Deleting Elements and Pages
- Navigate to the element or page, then click the drop-down arrow under the Operations column on the right
- Select Delete
- A confirmation window will open
- Click Delete to continue with deleting
- Click Cancel to cancel the deletion
- A confirmation window will open
Change the Order of Elements and Pages
- Click and drag the 4-way arrow icon to the left of the element or page up or down the list as needed
- NOTE: when moving an element to a different page, ensure the field is also dragged to the right so it appears indented under the new page
- Click Save elements at the bottom of the form to save your changes
Deleting an Easy Form
- From the Dashboard, click Easy Forms
- Find the form by either
- Browsing the list; OR
- Search the form name in the search field
- Once found, under the Operations column, click the drop-down arrow, then click Delete
- A confirmation will appear
- To continue with deletion, check the 'Yes, I want to delete the <form name> webform'
- Click Delete
- To cancel the deletion and keep the form
- Click Cancel
- A confirmation will appear