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Can I rearrange or move form sections?
Can I rearrange or move form sections?
Ashleigh Alldredge avatar
Written by Ashleigh Alldredge
Updated over a week ago

You may have gone through the process of creating a new form and realized the flow of the form would be improved by rearranging the sections of the form. Within the "Form Questions" tab, this can be accomplished.

Form Questions Tab

By design, the order of the sections under Form Questions is the order in which they will appear on the form:

In the example above, "Your Information" will follow immediately after the Donation or Registration Levels, followed by "Additional Questions," and finishing with "Payment Details."

You can rearrange the "Your Information" and "Additional Questions" sections, but the "Payment Details" will always be the last section of the form.

Rearranging Form Sections

In order to rearrange the "Your Information" and "Additional Questions" sections, you'll need to 1. completely remove the current form questions, 2. re-add the questions to the new section that you would like them to appear in, and 3. re-label the section headers.

Global Questions

With removing and then re-adding questions in their new sections, it will be easier and quicker if your form is using Global Questions. Global Questions are pre-configured questions under the main Library tab (https://intercom.help/givegab-enterprise/en/articles/2792325-how-can-i-create-and-edit-global-questions-and-section-presets), and they are designated by the infinity symbol underneath "Edit":

Since these Global Questions were created previously in the Library tab, you don't have to go through the process of manually re-creating them like you would Local Questions.

We highly recommend using Global Questions on your forms as much as possible.

Step 1: Removing Form Questions

Each form question can be removed by clicking the red "X" next to the question:

***ContactEmail is one form question that cannot be removed from any form; when you click the remove button for that question it will automatically move it to the other section.

Step 2: Re-adding Form Questions

As stated earlier, if you're using Global Questions, it will be easy to add those questions to their new sections.

To re-add the Global Questions to your form, click on the "ADD GLOBAL" button for the section you want to add them to, and then click on the name of the question you want to add:

That's it for all of your Global Questions!

To re-add Local Questions, you'll need to manually re-create them. Click the "+ADD LOCAL" button in the section that you want to add them to, and configure the questions:

After all of the questions are added to their new sections, you can use the "Reorder" button to place your questions in the order in which you would like them to appear in the section.

Step 3: Re-labeling Headers

After re-adding your form questions to the new sections you would like them to appear in, you can re-label the section headers!

To do so, just click the "Edit" button for each section:

Then enter in the new header and click save:

That is how you would rearrange or move the sections of the form! If you need any assistance with this or have any questions, please reach out to our team at enterprise-support@givegab.com.

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