Form Editor Guide (Post-Launch Editing)
Note: For the purposes of this content "live" and "launched" are treated as the same. "Post-live" and "Post-launch" are also used interchangeably.
Once your event goes live, the Form Editor interface will be largely the same, but you will lose the privilege to Delete form fields.
These instructions are specifically for the post-launch environment. Before an event is live, Admins have near full control over building and editing their forms — including adding, deleting, and rearranging fields — using the Wiki Form Editor. However, once the event is live, editing capabilities are restricted to:
adding new questions
modifying the text within existing questions
adding/removing/editing options of multiple-choice questions(Checkboxes/Dropdowns/Radio Buttons)
changing the order of questions
This limitation helps ensure data integrity and prevents accidental loss or disruption of submission data during the active event period.
Accessing the Form Editor
The Submission Builder and Evaluation Builder pages are now consolidated into a single location: the Form Editor page.
To access the Form Editor:
Hover over the Forms (paper icon) in the navigation menu.
Select Forms from the dropdown.
Overview of the Form Editor
The Form Editor page allows you to manage settings for both the submission form and evaluation form(s). It’s divided into four main sections:
Submission Form
Copyable SignupForm Questions
Group Categorization
Division Categorization
Submission Form
At the top of the page, you’ll see your submission and evaluation forms listed.
From here, you can:
Edit the text of existing questions
Rearrange the order of questions
Note: While you may have multiple evaluation forms depending on your needs, each event will only have one submission form active at any given time. Its form type will show up in the list as "Signup Form".
Editing a Form
Select the Edit (pencil icon) next to the form you want to modify. This will open the form editor.
To add a new question you can:
click the "Add Question" button. A new question will be added at the end of the form or form page.
OR
hover over an existing question and click the plus icon to add a question before or after that question
To edit an existing question, hover over the question preview, then click the pencil icon that will appear.
Field Editing Options:
Different question types (also referred to as field types) will have type-specific editing options. However the majority of questions/fields will have:
Question Text: Changes the question text visible to submitters (non-formattable).
Required: Checkbox. Indicates whether a submitter is required to answer the question to proceed.
Required questions will also provide a field where you can choose what message is displayed to a submitter when the question is not answered.
Editing Multiple Choice Options (Dropdown or Radio Button)
Click the pencil icon next to the answer option to:
Edit its name
Set/unset it as the default option
Ask submitters for additional text.
Use the up arrow / down arrow icons to reorder options.
Rearranging Questions
To reorder questions in your form:
Hover over the question you want to move.
Use the up/down arrow icons to change its position.
Most changes are saved automatically when you click "Back" or "Close".
Copyable SignupForm Questions
This section allows you to specify which answers from a submission should be automatically copied when a submitter begins a new submission.
To set copyable fields:
Click Edit
Check the box next to each field you'd like to be copied to new submissions
Group Categorization
This section allows you to assign submissions to specific groups based on answer selections.
To set up group categorization:
Click Edit
Choose the question from the dropdown
Click Add
Select the answer to assign from
Click Add
(Use Add All to apply group assignments to all answer options)
Select the target group from the dropdown
Click Add
Division Categorization
This section works the same as Group Categorization but applies to divisions.
To set up division categorization:
Click Edit
Choose the question from the dropdown
Click Add
Select the answer to assign from
Click Add
(Use Add All to apply division assignments to all answer options)
Select the target division from the dropdown
Click Add