---
title: "Editing Forms"
slug: "editing-forms"
description: "How to edit an infoodle form: open via ⋮ → Edit in the Forms list, save drafts vs publish a new version, rename, restrict by group, and the Editing lock."
updated: 2026-06-22T22:51:03Z
published: 2026-06-22T22:51:03Z
canonical: "help.infoodle.com/editing-forms"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing Forms

## Opening a form for editing

From the **Forms list**, click the **⋮** menu on the right of any form row and choose **Edit**. This opens the form designer.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-VO1YATPM.png)

> **If you don't see Edit** in the menu, you don't have the required permissions — contact your administrator.

Then once the form is open, click **Edit form**.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-WNPOES5T.png)

Once a form is open for editing, the forms list shows it with an **Editing** badge in amber. The published version of the form stays live while you work. Other team members can see the Editing status but cannot make changes until you're done.

---

## Saving vs Publishing

- **Save form** — saves your changes as a draft. The live form is unchanged.
- **Publish** — pushes your draft live and creates a new version. All existing links and embedded instances update automatically.

> If you save changes on the **Settings**, **Email Response**, or **Approval tabs**, those take effect straight away. Changes to the form layout (the Build tab) only go live when you click Publish.

---

## Form name and group restriction

At the top of the form editor you can:

- **Rename the form** — type directly in the Form Name field. Note that renaming will change the name-based share link (the permanent link won't be affected).
- **Restrict by group** — use the Group dropdown to limit who can access the form. Leave it on No group restriction to keep it open to everyone.

## Other actions

The top toolbar also gives you quick access to:

| Button | What it does |
| --- | --- |
| **Entries** | View all submissions for this form |
| **Live view** | Open the current published form in a new tab |
| **Delete form** | Permanently removes the form (use with caution) |

You can also Duplicate a form from the ⋮ menu in the forms list — useful for creating a similar form without rebuilding from scratch.

Related Pages

[Form Versioning](/v1/docs/form-versioning) — full history of published versions and how to revert [Publishing a Form](/v1/docs/publishing-a-form) — sharing links and embed code [Copying a Form](/v1/docs/copying-a-form)