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Edit Selected Form (Card View)

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Bytimothy A
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Overview: 

The Edit Selected Form (Card View) feature allows users to modify an existing form directly from the Card View interface. This includes updating form fields, changing settings, and adjusting the layout, enabling quick edits without creating a new form.

Follow these steps to edit a selected form (Card View): 

Step 1: On your Dashboard, navigate to the Forms tab under the Marketing section.

Step 1: On your Dashboard, navigate to the Forms tab under the Marketing section.

Step 2: You are then navigated to Forms. Click the Card View button to switch to card view.

Step 2: You are then navigated to Forms. Click the Card View button to switch to card view.

Step 3: Click the Edit button next to the trash icon for a specific form.

Step 3: Click the Edit button next to the trash icon for a specific form.

Step 4: The Form Builder appears, allowing you to edit your form. From the top, you can edit the form title, access the customizer, manage triggers, and view the results page.

Step 4: The Form Builder appears, allowing you to edit your form. From the top, you can edit the form title, access the customizer, manage triggers, and view the results page.

Step 5: Beside it, you can preview the form, switch between desktop and mobile views, share the form link, and use the Save button.

Step 5: Beside it, you can preview the form, switch between desktop and mobile views, share the form link, and use the Save button.

Step 6: On the left side, there is a list of all widgets you can add to your form.

Step 6: On the left side, there is a list of all widgets you can add to your form.
Step 7: In the middle section, your existing form is displayed, and you can edit the widgets or questions from here.
Step 7: In the middle section, your existing form is displayed, and you can edit the widgets or questions from here.

Step 8: Clicking an existing widget provides options to delete, move, or duplicate it. The label and fields on the right side allow you to fully customize the widget.

Step 8: Clicking an existing widget provides options to delete, move, or duplicate it. The label and fields on the right side allow you to fully customize the widget.

Step 9: Some widgets have a Logic tab where you can customize the question logic.

Step 9: Some widgets have a Logic tab where you can customize the question logic.

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