Editing forms

Learn how to modify existing forms, update questions, and manage form configurations

Accessing edit mode

To edit an existing form:

Navigate to Dashboard → Forms
Find the form you want to edit in the list
Click on the form to view its analytics page
Click the Actions dropdown in the top right
Select Edit from the menu

Alternative route: You can also access edit mode by clicking the pencil icon next to the form title in the forms list.

Modifying questions

Once in edit mode, you can modify any aspect of your questions:

Edit question text

1. Click on the question you want to edit
2. Modify the question text in the input field
3. Click "Save question" to save your changes

Change question type

You can change the question type by:

1. Click on the question to edit
2. Select a different question type from the dropdown
3. Reconfigure options as needed for the new type
4. Save your changes

Warning: Changing question types may result in data loss for existing submissions if the new type is incompatible with previously collected answers.

Update question options

For select, radio, and checkbox questions:

Add new options by clicking "Add option"
Edit existing option text by clicking on it
Remove options by clicking the delete icon
Reorder options by dragging them

Toggle required status

Click the "Required" checkbox next to any question to make it required or optional. Required questions must be answered before the form can be submitted.

Configure validation rules

Depending on the question type, you can set:

•Text/Textarea: Minimum and maximum character length
•Number: Minimum and maximum values
•Rating: Rating scale range and labels

Reordering questions

You can change the order of questions in your form using two methods:

Drag and drop

1. Click and hold the drag handle (⋮⋮) on the left side of a question
2. Drag the question to its new position
3. Release to drop the question in place
4. Changes are saved automatically

Display order number

1. Click on the question to edit
2. Update the "Display order" field
3. Save the question
4. Questions will reorganize based on order numbers

Tip: Drag and drop is the quickest method for reordering questions, especially when reorganizing multiple questions at once.

Deleting questions

To remove a question from your form:

Click on the question you want to delete
Click the "Delete question" button (usually a trash icon)
Confirm the deletion when prompted

Warning: Deleting questions is permanent

When you delete a question, it is removed from the form permanently. Existing submission data for that question will still be retained in the analytics, but the question will no longer appear in the form or be available for new submissions.

Updating form settings

While in edit mode, you can also update global form settings:

Form title and description

Update the form title and description at the top of the edit page. These changes will be reflected immediately in all places where the form is displayed.

Form behavior settings

Toggle these settings to control form behavior:

Require all questions: Make every question mandatory
Allow multiple responses: Permit users to submit multiple times
Show progress: Display progress indicator to users

Thank you message

Customize the message shown after form submission. This is a great place to set expectations, provide next steps, or thank users for their time.

Saving changes

After making your changes:

Review all your changes to ensure everything is correct
Click the Save button at the bottom of the page
Your changes will be applied immediately to the live form

Changes take effect immediately

Once you save changes to an active form, they are immediately reflected for all users. Any embedded widgets or shared links will display the updated version.

Note: If you navigate away without saving, you will be prompted to confirm that you want to discard your unsaved changes.

Best practices

✓Test after major changes: Preview your form after making significant edits to ensure everything works as expected.
✓Avoid frequent changes to active forms: Too many changes can confuse users who may be in the middle of filling out the form.
✓Be cautious when deleting questions: Consider the impact on existing data and analytics before removing questions.
✓Communicate changes to users: If you make significant changes to a form that's being actively used, consider notifying your users.
✓Use version control: If you need to make major changes, consider creating a new form instead of editing an existing one.
✓Keep existing submissions in mind: When changing question types, remember that existing submission data may not display correctly.