Editing a Custom Form

Unifyr Support
Unifyr Support
  • Updated

When editing a custom form, you can make changes to the fields the form contains, or the setup of each field.

  1. Navigate to   > Settings > Forms & Fields.
  2. Select the category of form (Partner or Partner User) then go to the Forms tab.
  3. Click the form you want, to open it for edit.
  4. Make the required changes. For more information about the changes you can make, see Form Configuration.
  5. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.

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