The Online Forms Editor has two different layouts for edits. These include:
- Basic Forms Editor: When a form is in a draft state, you can access the basic forms editor by clicking on the 'edit form' button. This layout is for visual and simplified text changes on the form as explained in more detail in the chart below.
- Advanced Forms Editor: When a form is in a draft state, you can access the advanced forms editor by clicking on the 'advanced editor' button in the upper right, or within the basic form editor in the upper right. This layout is for adding/editing fields and dependencies, re-arranging questions, and more.
Most of your form edits can be self-managed, however, there are a few changes that the Finalsite EMS Support team must make for you. The table below defines these edits across both layouts and permissions.
|Basic Form Editor||Advanced Form Editor||Support Edit ONLY|
|Edit Headers, Subheaders, Field Prompts and Comment Text||Yes - Format editor available for bold, underline, etc.||Yes - HTML only||No - but we are happy to help!|
|Edit/Add Tables||No||Yes - HTML only||No - but we are happy to help!|
|Edit/Add Bulleted Lists||No||Yes||No - but we are happy to help!|
|Set Dependencies/Rules or Filter Options (If this, then that)||No||Yes||No - but we are happy to help!|
|Change Type (ie change a section header to a subsection header)||No||Yes -->You will need to delete the existing field and add a new one.||
No - but we are happy to help!
|Edit Likert Field Descriptions (the header on recommendation forms)||No||Yes||No - but we are happy to help!|
|Add a new field/question that isn't yet in your site||No||No||Yes|
|Change Field Values/Options||No||No||Yes|
|Add/Edit Field Descriptions||Yes||Yes, but they can only be added with new fields and not edited||No - but we are happy to help!|