The Basic Form Editor allows you to edit text displayed on the form as explained in the sections below. This includes:
- Header and Subheader Text
- Field Prompts (The questions on your form)
- Comment Text
For more details on edit permissions within the basic form editor vs the advanced form editor, and what changes need to be made by the Support Team, please refer to this article.
How to Get Started
Go to Settings-->Forms and select the Form you'd like to edit. In this example, we're going to edit the Application Form. Navigate to the 'Active' version of your form, which is the one that's currently viewable to families if it's a parent facing form, or that's active internally such as an Interview Notes form.
Next, you'll need to clone the active form so that you have a draft version. Click on 'Select' and choose 'Clone.' Please note, the active version will remain active until you publish a new version.
This will create a 'Draft' version of your form. Click on the 'Edit Form' button to open the Basic Form Editor.
In the Basic Form Editor, you will see the 'preview' version of the form, which is the same view that you and your families see. All text areas that can be edited are marked with a dotted underline as shown below. For any edits that you would like to make beyond text changes, you'll need to access the 'Advanced' Form Editor. Now let's explore each content area you can edit and the options that are available.
If you're working on a form with multiple pages, you can click on the drop down and select the page you'd like to edit.
Within your form, the largest text that breaks up each main section on a page is the 'Header' text. An example of this is 'Applicant Information' as shown below or 'Household Information.'
You may also have 'Subheader' text such as 'Primary Household' and 'Second Household' information sections within the 'Household Information' header as shown below. Both of these content areas can edited in the same way.
Click on the Header or Subheader text, which will open the 'Edit Field' dialogue box. Within here, you can edit the 'Prompt,' which is the displayed text. You also have the option to click on 'Show Toolbar' for font styling.
The font toolbar will have all of your typical styling options available. Once you're done editing, click 'Save' to set your changes. Important Note: Make sure you're consistent with the styling that you use across each content type.
All of the questions on your forms are fields within your site. Each field is displayed on the form as a 'Prompt.' The Field 'Prompt' on the form is the question or information that you're gathering. The prompt is the parent's view of a field name. Sometimes they have the same name, but most often they vary a bit. For example, the 'name' field on your side of the system might say 'Name of Applicant' on the form. And the 'Sports Interests' field name on your side of the system might say 'What are your favorite sports to play?' on the form.
Let's edit the field prompt for 'Name of Applicant.' This field also has optional 'explanation' text that displays directly above the field. The explanation text can be used to explain something important about this question, but it isn't required for any field prompts. Click on the prompt to edit.
The 'Edit Field' dialogue box will open. Here you can use the same font toolbar to style your text if needed. You can edit the prompt and add/change/remove an explanation. Once you're done, click 'Save' to set your changes.
Throughout your form, you may have some Comment Text which is standalone text on your form, and is separate from the field explanation text which only displays directly above the field. Comment text can be placed anywhere on your form to describe something or give directions about something. On your Inquiry Form, you may have comment text to describe any events that are hosted on your form. Or in the example below, there's comment text displayed at the top of the Student Questionnaire page of the Application form to explain what information is expected on this page.
Click on the text to open the 'Edit Field' dialogue box. Make any changes you want and then click 'Save' to set them.
Preview and Publish
Once all text edits have been made, you'll need to preview your form to ensure everything is correct before publishing and making it active. From the 'Actions' menu, click on 'Preview' to view the form as your families would see it or as your internal staff will see it in the case of an internal facing form.
Once all changes look good, set some 'Form Comments' so you can track what changes you made and then click 'Save.'
Now that everything is updated and has been tested, it's time to Publish! Click on the 'Actions' menu and select 'Publish (Make Active).' The prior form that was active will now be retired and the new version will now be active to your families or to internal staff if it's an internal facing form.
Creating & Editing Online Forms:
- Forms: Basic vs Advanced Editor and Support Permissions