Steps to create a new form:
- On the left hand side menu select Forms
- Click on the (+) icon to create a new form
Once you've selected what kind of form Type you'd like to create from the 'Type' drodpdown, you'll need to:
-
Enter a unique New Form ID for internal organization view. Your constituents will not see this.
-
Type a Form Title for your form. This will be seen by your constituents. (Note: it can be hidden by modifying the html template associated with the form, submit a request via Support Request)
Duplicate
- To duplicate a form click on the
(edit) icon of the form you'd like to duplicate from the form list.
- In the Properties tab of the form, click on the "Duplicate" button.
- Similarly to the steps mentioned above (Creating New Form), you'll need to apply that to the duplicated form. Additionally, you'll want to go through the duplicated form tabs to updated any content from the original form.
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