Edit form

To edit and start building a form:

  1. Click the “menu icon” (three dots on the right) next to the briefing you want to edit. then select “edit” in the dropdown.
  1. The form will load, and the following will be visible:
    • Left side: All available fields that can be used within the form.
    • Right side: The workspace where you can insert and configure the fields.

At the top of the workspace, you will see the steps of the form.

  • By clicking on a blue pill, the form for that step will be displayed.
  • The input field at the top allows you to change the step name of the step you’re currently working on.

To build the form:

  1. Drag a field from the left side into the workspace.
  2. Add the number of fields you need and configure your form as required.

Note:
For a better understanding of the available fields and their functionality, please refer to the article Form fields.”

Once the step is complete, you can either add a new step or save the form.