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.

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.

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:

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