4.3 How to Create,Edit & Delete Forms

Table of Contents

Outline

This page will guide you through the steps of navigating to the Content Forms and then how to create,Delete,Publish/Unpublish Forms.

STEP 1: Click on Forms

Select the Content menu option from the menu panel on the left of the dashboard screen. Click on Forms from the drop-down on the menu panel on the left of the dashboard screen. Click on a form from the list for the next step.

Open

STEP 2: Review form details

You can review the details of the form on this page by clicking on any of the forms from the main form list.

Open

STEP 3: Create a new form

You can always create a new form using

the option “New” with the drop-down present on the top right corner of the page.

STEP 4: Add Form Details

We can start filling the required details in the field:

In the Details section, we can start adding Title of the form, Description of the form, Language required, and Status field will have the option to :

Publish form once created: If you want the form to be published

Don’t publish form: If you want the form not to be published.

STEP 5: Add Content

We can attach the required .JSON content to the form in this field.

Upload the required file in this field.

1. The Content Menu

2. Click this area to begin uploading your .json file. This will open a dialogue box to find a .json file on your computer. Select the desired .json file and then upload it.

STEP 5A: Review your uploaded .JSON

STEP 6: Review the created form

The final category Review would help us to review the whole summary of the form with the attached content. Press the back arrow if you want to change any details. Click on the Save button to create a new form.

STEP 7:Edit Form

To edit document start by choosing the specific document from the document list. Once you have chose your document and clicked on it from the list you will see the details view page below. From this page use the ‘edit’ option on the top-right corner to edit the details of the form and save it.

STEP 8: Download the Form

You can download the created form using the “download” icon present under the “Content” as shown in the below image:

STEP 9: Delete Form

1. Click on the ‘Dustbin’ from the top right corner of the page. This is to delete a form and will prompt a warning modal.

2. Prompt being displayed. Pressing OK will delete the form.

STEP 10: Publish/Unpublish forms

You have an option to Publish/Unpublish the form using the option present ton top right corner.

Published forms are visible on pathways whereas unpublished forms are not.

STEP 11: Filtering the Forms

You can filter the forms using the filter icon by the language filter as shown in the below screenshot.

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