Platform URL | https://[enterprise].cvtr.io/v2/forms | ||||||||
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API Endpoints | Add form via Add button/CSV file and Edit form
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Epic |
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Document status |
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Technical writers | |||||||||
Related Content |
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There are 5 sections when editing a form. Once the ‘setup’ step is complete, all other still stages will then be accessible.
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Navigating between the steps can be done by clicking the tab names, or by clicking the ‘Back’ and ‘Next’ buttons in the panel footer. The ‘save’ button will become enabled once the ‘setup’ step is completed.
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Each field may have additional settings which can be accessed via this button. Each field type may have different settings and are documented here (awaiting documentation link).
Field Actions:
Each field has various actions:
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Functionality | User Story | |
|---|---|---|
| 1 | Forms > Add | Build a brand new form. |
| 2 | Forms > Add Via CSV | Build a form using a CSV file for occasions where lots of fields need to be added and manually building would take too much time. |
| 3 | Forms > Edit | Edit various form settings. |
| 4 | Forms > Edit > ‘Build’ Panel > ‘Setup’ Step | Set the form name, slug, and change other settings such as language, embed type and autosizing. |
| 5 | Forms > Edit > ‘Build’ Panel > ‘Fields Page’ Step | Edit the form fields to be included on the form. |
| 6 | Forms > Edit > ‘Build’ Panel > ‘Thanks Page’ Step | Edit the stage of the form to be shown once all required fields on the form have been completed and the ‘submit’ button is clicked. |
| 7 | Forms > Edit > ‘Build’ Panel > ‘CSS’ Step | Control the visual style of the form. |
| 8 | Forms > Edit > ‘Build’ Panel > ‘Javascript’ Step | Add any custom javascript to the form. |
| 9 | Forms > Edit > Preview‘Preview’ Panel | Preview the appearance of the form during the build process. |
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