How To Copy and Edit a Webform

How To Copy and Edit a Webform

Please note that you can share the WebForms via different methods:

1) Share the URL

2) Place it in the Client portal either as an independent menu or inside a Service Catalog

3) Place it under a Button Collection

Step 1

Click on CXInvarosoft>>  ITSupportPanel >> Forms>>  Web Forms

Step 2

Click on the Copy Button to create another copy of the same webform or click on The Edit Button if you want to modify it. 

*Remember, the new web form will be created in the same folder as the file being copied, under the same name of the web form and an additional copy in the name: Name (copy1)

Step 3

Complete the Webform Settings

Step 3.1

You can add header instructions or documents to the webform instructions using the "Instruction" field. In it, you can add a video, change the color of the paragraphs, align, and change the font format, among others.

Step 3.2

Don't forget to choose the appearance you want the form to look like, otherwise it will be displayed with the default appearance.

Step 4

Select your Ticketing Options

In this case, it is set to be sent as an email. You will receive a notification in your Inbox.

Step 5

 If you choose to send as ticket, you can still receive an email if the ticket cannot be logged. For that tick the box that says "Email When Data..."

Step 6

Click on Add Question

Step 7

Give it a name, Then Select the Prompt Type and complete the rest of the fields.

Step 8

When you finish adding questions, click on the Save button

Step 9

Additional step: If you want to review the Webform submissions go to the Report Button

Step 9

Additional step: If you want the URL of the Webform go to the URL Button