Editing forms
Learn how to modify existing forms, update questions, and manage form configurations
Accessing edit mode
To edit an existing form:
- Navigate to Dashboard → Forms
- Find the form you want to edit in the list
- Click on the form to view its analytics page
- Click the Actions dropdown in the top right
- Select Edit from the menu
Alternative route: You can also access edit mode by clicking the pencil icon next to the form title in the forms list.
Modifying questions
Once in edit mode, you can modify any aspect of your questions:
Edit question text
- 1. Click on the question you want to edit
- 2. Modify the question text in the input field
- 3. Click "Save question" to save your changes
Change question type
You can change the question type by:
- 1. Click on the question to edit
- 2. Select a different question type from the dropdown
- 3. Reconfigure options as needed for the new type
- 4. Save your changes
Warning: Changing question types may result in data loss for existing submissions if the new type is incompatible with previously collected answers.
Update question options
For select, radio, and checkbox questions:
- Add new options by clicking "Add option"
- Edit existing option text by clicking on it
- Remove options by clicking the delete icon
- Reorder options by dragging them
Toggle required status
Click the "Required" checkbox next to any question to make it required or optional. Required questions must be answered before the form can be submitted.
Configure validation rules
Depending on the question type, you can set:
- •Text/Textarea: Minimum and maximum character length
- •Number: Minimum and maximum values
- •Rating: Rating scale range and labels
Conditional logic and navigation
Control the flow of your form by skipping questions or jumping to specific questions based on answers. This feature is available for radio button questions only.
Jump to question
Use this feature to skip to a specific question regardless of the answer selected. Perfect for creating branching forms with fixed navigation paths.
- 1. Edit a question (any type supported)
- 2. Enable the "Jump to question" checkbox
- 3. Select the target question or "End of form" from the dropdown
- 4. All questions between the current and target will be skipped
Use case: Skip irrelevant sections. For example, "Are you a student?" → if any answer → jump to "Student details"
Conditional logic
Navigate to different questions based on which radio button option is selected. Available for radio button questions only.
- 1. Edit a radio button question
- 2. Enable the "Conditional logic" checkbox
- 3. For each answer option, select where to navigate:
- • Continue: Proceed to the next question
- • Specific question: Jump to a particular question
- • End of form: Submit the form immediately
Use case: "What's your role?" → Manager jumps to management questions, Employee jumps to employee questions
Important notes
- Mutually exclusive: You can only use one navigation method per question (either jump to question OR conditional logic, not both)
- Visual indicators: Questions with navigation logic show a blue "Has jumps" badge, and target questions show a green "Jump target" badge
- Skipped questions: Questions that are skipped by jump logic are not validated, even if marked as required
- Works everywhere: Navigation logic works in embedded widgets, hosted forms, and preview mode
Tip: Test your form's navigation flow using the preview feature before sharing it with users. This helps ensure all paths work as expected.
Reordering questions
You can change the order of questions in your form using two methods:
Drag and drop
- 1. Click and hold the drag handle (⋮⋮) on the left side of a question
- 2. Drag the question to its new position
- 3. Release to drop the question in place
- 4. Changes are saved automatically
Display order number
- 1. Click on the question to edit
- 2. Update the "Display order" field
- 3. Save the question
- 4. Questions will reorganize based on order numbers
Tip: Drag and drop is the quickest method for reordering questions, especially when reorganizing multiple questions at once.
Deleting questions
To remove a question from your form:
- Click on the question you want to delete
- Click the "Delete question" button (usually a trash icon)
- Confirm the deletion when prompted
Warning: Deleting questions is permanent
When you delete a question, it is removed from the form permanently. Existing submission data for that question will still be retained in the analytics, but the question will no longer appear in the form or be available for new submissions.
Updating form settings
While in edit mode, you can also update global form settings:
Form title and description
Update the form title and description at the top of the edit page. These changes will be reflected immediately in all places where the form is displayed.
Form behavior settings
Toggle these settings to control form behavior:
- Require all questions: Make every question mandatory
- Allow multiple responses: Permit users to submit multiple times
- Show progress: Display progress indicator to users
Thank you message
Customize the message shown after form submission. This is a great place to set expectations, provide next steps, or thank users for their time.
Saving changes
After making your changes:
- Review all your changes to ensure everything is correct
- Click the Save button at the bottom of the page
- Your changes will be applied immediately to the live form
Changes take effect immediately
Once you save changes to an active form, they are immediately reflected for all users. Any embedded widgets or shared links will display the updated version.
Note: If you navigate away without saving, you will be prompted to confirm that you want to discard your unsaved changes.
Best practices
- ✓Test after major changes: Preview your form after making significant edits to ensure everything works as expected.
- ✓Avoid frequent changes to active forms: Too many changes can confuse users who may be in the middle of filling out the form.
- ✓Be cautious when deleting questions: Consider the impact on existing data and analytics before removing questions.
- ✓Communicate changes to users: If you make significant changes to a form that's being actively used, consider notifying your users.
- ✓Use version control: If you need to make major changes, consider creating a new form instead of editing an existing one.
- ✓Keep existing submissions in mind: When changing question types, remember that existing submission data may not display correctly.