Form Options

The Form Options menu provides actions to manage and modify forms, including editing, duplicating, previewing, publishing, deleting, and configuring settings.

Accessing Form Options

1. Navigate to the Form List page.

2. Select a form tile.

3. Click the Options icon on the selected form.

• A context menu displays all available actions for the form.

Note: For detailed instructions on Preview, Publish, and Settings, refer to the respective sections in the guide.

Available Options

Edit Form

Overview

Allows users to update form information such as name, instructions, and logo.

Steps

1. Select Edit from the Options menu.

2. The Edit Form window opens.

3. Update the following fields:

   • Form Name

   • Form Instruction

   • Form Logo

4. Click Save.

• A success message confirms that the form has been updated.

Delete Form

Overview

Removes a selected form from the Form List.

Steps

1. Select Delete from the Options menu.

2. A confirmation pop-up appears.

3. Click Yes to confirm deletion.

• The form is removed from the list, and a notification confirms the action.

3. Duplicate Form

Overview

Creates a copy of an existing form, retaining all pages and questions. The new form can be renamed and modified independently.

Steps

1. Select Duplicate from the Options menu.

2. The Duplicate Form window opens.

3. The form name is prefilled with the “Copy of” prefix (e.g., Sample Form → Copy of Sample Form).

4. Optionally, update the form name and logo.

5. Click Save.

• A success message confirms the duplication, and the copied form is added to the Form List page.

Notes:

• Use Edit to modify existing forms without creating a new instance.

• Delete is permanent; ensure no important data will be lost.

• The Duplicate option is useful for reusing form structure and questions for similar forms.

• The Options menu provides quick access to all form management actions from the Form List page.