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  1. Select My Apps in the top menu.

    image-20240220-060816.png
  2. Select Contact Forms.

    image-20240220-060908.png
  3. You arrive on the Contact Forms page.

    image-20240220-061039.png
  4. Press the cog icon next to the name of the Contact Form.

    image-20240220-080429.png
  5. A menu appears. Press Edit.

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  6. You arrive on the Edit Contact Form page

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  7. From here you can

    1. Change the Contact Type by selecting the radio button ie., whether you want the contact form to be about A Person , An Object, An Organization, or An Animalor An Organization (You can see more types by pressing the Show More button).

    2. Change the role or create a new role by selecting Create a New Role from the drop-down list.

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      1. When you select Create a New Role, a pop-up appears, asking you to enter the Role's name.

      2. Once you have entered the name of the Role, click on Save. A new role is created which you can now use to edit the contact form.

        image-20240220-082831.png

    3. Edit the Name of the Contact Form.

    4. Create a new field (press the Create a field or Question button.)

      image-20240220-065948.png

    5. Find an existing field to add to the form (Use the Search bar and/or the Field filter checkboxes in the Your Library of fields section. Search results will appear to the right of the Field filter checkboxes)

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    6. Remove fields from the form (press the image-20240220-070319.png symbol shown to the right of the field in the Your Contact Form section)

      image-20240220-100131.png

    7. Reorder fields on the form (press the Up/Down arrows next to the fields in the Your Contact Form section on the right).

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    8. Change the input type for a List field, e.g. from Single Choice to Limited Multiple Choice or Unlimited Multiple Choice

    9. Make a field mandatory or optional. (By default, all fields aside from Name are optional. To make a field mandatory, click the Mandatory tickbox shown below the name of the field in the Your Contact Form section)

      image-20240220-110541.png

    10. Edit the Internal Description (shown to your colleagues who are signed in)and/or External Description (shown to anyone who has a link to the sign-up page) by clicking on the Edit Description text next to the Mandatory checkbox.

      image-20240220-111048.png

      1. The Internal Description of a Current Field is displayed in italics and green text and the External Description of a Current Field is displayed in italics and purple text.

        image-20240320-054607.png
      2. On clicking the Edit Description text, a pop-up window opens. Edit the description for Internal Description and/or External Description or click on Clear to remove all the descriptions.

        image-20240320-055129.png
      3. Press Save once you are done editing the descriptions of the current field.

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  8. After making changes, scroll to the bottom and press Save.

  9. You are returned to the Contact Forms Profile page.

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