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Edit an Existing Form

Use this when you need to update an existing form in a customer’s Classic portal, such as changing the form name, adjusting settings, or editing the questions. You’ll usually do this after a customer requests changes or when you’re fixing a setup issue.

 

What this means 

  • Editing an existing form updates how the form appears and behaves going forward (for example: the form name, button title, and other form settings).
  • You can also update the form’s questions by opening the form editor and making changes there.

 

When you’ll use this

  • A customer wants a change to an existing form (wording, required fields, new questions, removing questions).
  • You need to correct a mistake (spelling, incorrect form name/button title, wrong configuration).
  • You’re asked to adjust form settings (for example: approvals, notifications, or other form-level options).

 

Step-by-step


     

    Common issues

    Changes don’t appear after saving

    • Check: Make sure you saved successfully and didn’t navigate away before saving completed.

    • Do: Refresh the page and re-open the form to confirm the saved state.

    Edited the wrong form

    • Check: Confirm the form name and type match what the customer requested (some portals have multiple similar forms).

    • Do: Revert or correct the change on the incorrect form, then edit the intended form.

    Form should be available but isn’t visible to users

    • Check: Whether the form is inactive, or restricted by how it’s configured (site vs company scope, or other setup rules).

    • Do: Set the form to active (if appropriate) and confirm the configuration matches the customer’s intended rollout.

     

    Why this matters

    • Keeping forms up to date prevents confusion on site and improves the quality of captured information.
    • Correct form settings reduce rework and avoid operational risk from outdated or incorrect processes.

     

    Need help?

    If you’re unsure which form to edit or what settings should be used, confirm the request details with the customer’s main contact and align on what should change before updating anything.

    If you require any assistance or have a question, please contact our Support Team on +44 7400 977 382 or email us at support@breadcrumb.co, and we'll be happy to help.