Editing an Existing Form

Introduction

This tutorial explains how to modify an existing form. Topics covered include collecting new/different information from visitors, adding or updating informational/instructional content, and updating the actions the form takes (ex. Email notifications / 'Thank You' emails).

Starting Off - Navigate to the "Forms" Section

To begin, mouse over the "Warehouse" tab (located in the menu at the top of any HillTop page). In the drop-down menu, click on "Forms." This will bring you to the "Forms" section, which includes a list of the site's forms. From here, any existing form can be updated. Depending on the change(s) you would like to make, forms can be edited by clicking the Edit button (pencil icon) or Properties button (gear icon), as explained in the following sections.

Updating Informational/Instructional Content & "Thank You" Message

Begin by clicking on the Properties button (gear icon) to the left of the form's title. This will bring you to the properties editor. 

  • Adding/Updating Text Content Above the Form
    • Text content can be added above the form itself (ex. additional information/instructions for completing the form). Locate the "Content" field, and enter or update the text that should appear above the form.
    • Alternatively, a Text Block can be placed above the form, instead of adding text content to the form itself. To use this method, add a Text Block to the page where the form will be added (see "Add the Form to a Page"), and position it above the form. 
  • Adding/Updating the "Thank You" Message
    • When a form is submitted the "Thank You" message appears on the website. Locate the "Thank You" field, and enter or update the message content.

Once complete, click the "Submit" button to save your changes.

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Updating Form Fields

The form fields collect information from visitors, such as their names and email addresses. Form fields can be added, removed, and updated. Begin by clicking the Edit button (pencil icon) to the left of the form title. This will bring you to the form editor.

Adding Form Fields

See "Step 2 - Adding Form Fields" in the "Creating Forms" tutorial. The "Creating Forms" tutorial covers the types of form fields that can be added, and how to set them up.

Removing Form Fields

To remove a form field, click the field's Remove button ("minus sign" icon). 

Editing Form Fields

To edit an existing form field, click the Edit button (pencil icon) to the left of the field's title. This will bring you to the "Edit Form Field" page. Here, you can update the field's existing settings, such as the title, name and label. Once complete, click the "Submit" button to save your changes.

Note that you cannot change the type of the Form Field after it has been created. For example, you cannot change a "Text" field into a "Select" drop-down list. To use a different type of field, a new form field will need to be added.

Rearranging Form Fields

To change the order in which the fields are listed, see "Optional - Reorder Form Fields" in the "Creating Forms" tutorial.

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Updating Form Actions

Form Action features include the ability to send notification emails to an office email address and "Thank You" emails to visitors that submit the form. Like form fields, they can be added, removed, and updated. Begin by clicking the Edit button (pencil icon) to the left of the form title. This will bring you to the form editor.

Adding Form Actions

See "Step 3 - Add Form Actions" in the "Creating Forms" tutorial.

Removing Form Actions

To delete a Form Action, click the action's Remove button ("minus sign" icon).

Updating Form Actions

Click the Edit button (pencil icon) to the left of the Form Action title to view the "Edit Form Action" page. Here, the Form Action can be adjusted, based on its type. For example, the content of a "Thank You" email can be updated, or the recipent of notification emails can be changed. 

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