Edit Form Properties

This command does not edit the form content.  It is used to edit the properties attributed to the form.

You can also click on the field name on this help page to view a definition of the field (then use the secondary mouse button and choose Back to return to this page).

To edit the form properties:

1. If you are in the Forms function, click the Manage Forms link on the Page Secondary Menu and skip to step #4.

2. If the Main Information page is not displayed, click the Features List link at the top of the current page.

3. Click the Forms and Survey link on the Administer list.
   The Manage Forms page will be displayed.  The page will list all forms for the organization.

4. If you need to change organizations at this point, you can choose the organization from the Organization drop-down list at the top of the page.

5. Click the Form Title link in the list provided for the form that you want to edit.
   The Current Form page will be displayed with the basic information for the form.

6. Click the Form Properties link on the Management line.
   The Form Properties page will be displayed with the current form properties.

7. If you need to change the name of the form, enter the name in the Form Title text box.
   This field is required and will be displayed on all pages of the form as the title.  This field must be unique - it cannot have the same title as another form.

8. You can change or enter a description for the form in the Description text box.
   This field is optional and if entered, will be displayed on all pages on the form.

9. Select or change the form options as needed.
   
   Check the Allow Users to Resume checkbox if you want to allow users to interrupt their completion of a form and return later to finish it.
   
   Check the Show Form Progress checkbox if you want to show users what page they are currently on relative to the end of the form.  This may not be accurate for those items or pages on a form that are show conditionally.
   
   Check the Allow Optional Cost Entry checkbox if the form is for an event registration where monetary costs are to be assigned to pre-set answers.  For example, if the user is registering for a function that spans the lunch hour, the options may be that the user brings his own lunch (zero cost additive) or there are three items on the menu to choose from and each has a different cost that will be added to the registration fee.
   
   Check the Publish Form to Banner if you want the form title to appear in the Banner on each page. 
   
   A checkmark in a checkbox indicates that the option is turned on and a blank checkbox indicates that the option is turned off.
    

10. You can change the audience for the form from the Who Can Complete drop-down list.
    This field is required and the options are:
    Anyone - which allows anyone to complete the form with or without a log on User Id.
    Organization only - Only logged in users and members of the organization can complete the form.
    Specific Groups - This option is not available at this time.
     

11. If you need to change the start date, select it from the Month, Day and Year drop-down lists.
    This field is optional.  If entered, this is the date on which the form becomes available.  The form must also be activated in order to become available.  If the Publish Form to Banner option is selected, the form title will appear on each page banner on this date.

12. If you need to change the end date, select it from the Month, Day and Year drop-down lists.
    This field is optional.  If entered, this is the last date on which the form is available.

13. You can change the maximum number of respondents in the Max Respondents field.
    This field is optional and should only be used if you want to limit the number of responses for the form.  If this field is left blank, there will be no limit to the number of respondents to the form.

14. You can change the maximum number of responses from an individual user in the Responses per User field.
    This field is optional and is used to limit the number of times a user can complete the form.  If this field is left blank, there is no limit as to how many times the user can complete the form.

15. You can change and select the privacy level for the results from the Privacy Level drop-down list.
    This field is required.  Choose from the following options:
    All Results Private - Only those with Create Events privileges for the organization will be able to view the form response information.
    Summary Results Public - Anyone can view the form summary results information, but not the individual responses.
    Detailed Results Public - Anyone can view all of the response information, including individual responses.
     

16. Enter or change the text that you want the user to see after completing the form in the Display Message text box in the Completion options.
    This field is optional and will be displayed when the user is finished filling out the form.  If the Redirect to URL is entered, this text message will be overridden.

17. If you want the user to be automatically directed to another URL address upon completion of the form, enter the URL address in the Redirect to URL text box.
    This field is optional.  If a URL is entered here, any text that you have for Display after the user completes the form will be overridden.

18. You can change the address in the Email Responses to text box.
    This field is optional and defaults to your email address.  If you do not want all responses sent to an email address, remove the default address.

19. When you are through making your changes, click the Submit button at the bottom of the page.
    The system will ask that you verify that you want to change the form.

20. Click the OK button on the message box to continue.
    The system will update the new form and will display the Current Form page with the basic form information.  The page will have a message indicating that the form properties were successfully edited.

21. If you need to add or change content to the form, click the Edit Form link and skip to those instructions.

22. If you need to activate the form at this point, click the Activate link on the Status line of this page.
    The system will activate the form and will change the status to Active.

23. If you are through with the forms function, you can click the Features List link at the top of the page to return to the Main Information page.

Tip:

• All fields marked with a red asterisk (*) are required.

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