Edit a self-service Form

1. From the navigation bar, click Administration>Forms. The Forms Administration page opens.
2. Click the Forms tab.
3. For the Form you want to edit, click .
4. Make changes to the Form — add, move, edit, copy, or delete elements and sections.
5. (Optional) Click Preview to see how the Form will look.
6. Click Save Form.

Copy elements and sections

You can duplicate any element or section within a Form using the Copy button. This is useful when you need multiple similar fields or want to reuse a section's layout without rebuilding it from scratch.

To copy an element or section:

1. Hover over the element or section you want to copy.
2. Click the Copy button.
3. A duplicate appears directly below the original.
4. Edit the copied element's properties as needed (for example, update the field ID and display name).

Good to know

• Copying duplicates all properties of the original element, including field mappings, validation rules, and conditional logic.
• After copying, update the Field ID to avoid duplicate IDs on the same Form. Duplicate field IDs may cause data to overwrite on submission.
• You can copy any element type: text inputs, sections, signatures, acknowledgements, and all others listed in Self-service Form elements.
• Copied elements can be dragged to a new position on the Form after copying.