Managing Forms

This document details the following topics:

• Updating a Form
• Managing Form Steps
• Managing Fields
• Custom Form Changes
• Regenerating the Form Code
• Changes that require Form Code Regeneration
• Deleting a Form

Updating a Form

To update a form:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and click on its Edit row action link.
4. Make your changes across the following tabs:
   • Details
   • Settings
   • Fields
   • Form Code
   • Security
   • Email Notifications
5. Select SAVE.

Managing Form Steps

This section on managing form steps discusses the following topics:

• Removing Fields from a Form Step
• Editing a Form Step
• Deleting a Form Step

Removing Fields from a Form Step

To remove fields from a form step:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the field you want to remove from a form step and click its REMOVE button.

Editing a Form Step

To edit a Form Step:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the form step you want to update and click EDIT.
6. Make your changes.
7. Click SAVE.

Deleting a Form Step

To delete a form step:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the form step you want to delete and click its DELETE button.

Managing Fields

This section on managing fields discusses the following topics:

• Editing a Field
• Disabling a Field

Editing a Field

Editing a field involves the following steps:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the field you want to update and click EDIT.
6. Make your changes and click SAVE.

Disabling a Field

Disabling a field involves the following steps:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the field you want to disable and click its DISABLE button.
6. Click SAVE.

Custom Form Changes

Insites provides the flexibility to implement custom changes to the generated form code, enabling you to develop custom features efficiently from the Instance Admin. Alternatively, you can start with the generated form code, copy it to your preferred Integrated Development Environment (IDE), make the necessary changes to the code, and then deploy your customized form code to your Instance. This approach allows you to get the base code level from the visual form builder, significantly shortening development time.

Making custom form code changes consists of the following steps:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Click CREATE FORM to create a new form. You may also update an existing form.
4. Navigate to the 'Form Code' tab.
5. Select GENERATE FORM CODE.
6. Customize the form code.
7. Save the form by clicking CREATE FORM when creating a new form or click SAVE when updating a form.

Regenerating the Form Code

Changes made to a form often require that the form code be regenerated. This action updates the form code so that changes made using the Form Builder UI are reflected in the form code used to render the form on the front end.

The following steps provide a general overview of the process of regenerating the form code:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and click on its Edit row action link.
4. Make your changes. The system displays an alert to indicate if your changes necessitate a form code regeneration.
5. Go to the 'Form Code' tab.
6. Select GENERATE FORM CODE.

Changes that require Form Code Regeneration

The following actions necessitate a form code regeneration:

• Recaptcha changes
• Button alignment changes
• Button color changes
• Button label changes
• Enabling and disabling button icons
• Enabling and disabling form steps
• Adding and deleting fields
• Enabling and disabling fields
• Updating a field
• Updating the sort order of fields

Deleting a Form

To delete a form:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to delete and click on its Delete row action link.
4. Finalize the deletion of the form on the confirmation modal.