Edit a Form Schema

Overview

Before you begin

• You need a form in Forms.

Steps

1. Click Config.
2. Click Knowledge Base.
3. Click Forms.
4. Find the form you want to update.
5. Click Edit.
6. Review the header text that starts with Configure Form Schema.
7. Click the form name in the header if you want to rename the document.
8. Use the editor tools to add, move, or remove fields. 
9. Use Previous Page or Next Page to move between pages.
10. Click Save Changes.

Troubleshooting

• If you try to close with unsaved changes, then review the Unsaved Changes prompt before you continue.
• If a field panel does not appear, then click the field again in the canvas.