Forms: Basic Editor, Advanced Editor and Support Edits Comparison

Overview

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.

All of your form edits can be self-managed but our support team is happy to help if you need. The table below defines these edits across both layouts and permissions.

Form Object	Basic Form Editor	Advanced Form Editor
Edit Headers, Subheaders, Field Prompts and Comment Text	Yes - Format editor available for bold, underline, etc.	Yes - HTML only
Edit/Add Tables	No	Yes - HTML only
Edit/Add Bulleted Lists	No	Yes
Set Dependencies/Rules or Filter Options (If this, then that)	No	Yes
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.
Edit Likert Field Descriptions (the header on recommendation forms)	No	Yes
Add a new field/question that isn't yet in your site	No	No
Change Field Values/Options	No	No
Add/Edit Field Descriptions	Yes	Yes, but they can only be added with new fields and not edited

Additional Resources

• Office Hours & Past Session Recordings
• Creating New Online Forms
• Form Types and States
• Forms: Basic Editor (Text Edits)
• Forms: Advanced Editor
• Form Fields & Options
• Field Dependencies & Filters on Forms