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Editing a Section Content Block in a Contact Form

You cannot edit a Section Content Block Header directly within a Contact Form. If

When you want to edit a Section Content Block you should first remove it from your Contact Form and then create a replacement Section Content Block.Header you must

  1. First go to the Edit Contact Bio Form page

    1. To get there from the Contact Bio Form’s profile page: click Edit

    2. To get there from the Homepage, click Designer in the left sidebar → click Forms → you’ll see a table of forms → identify the Contact Bio Form you want to edit and scroll across to the Actions button at the right of the row → click Actions → click Edit

  2. You arrive on the Edit Contact Bio Form page: Remove that Section Header from your Contact Form by clicking the trash icon next to the field

  3. Then create a replacement Section Content Block by clicking the Add a new question or section button → add the details → press save to close the popup

  4. Use drag & drop to reorder the Section Header to the position in the Contact Bio Form you want it to be in

  5. Press save

The different components of a Section Header

There are various components to the Section field which will be discussed here. We will be using this section as an example to identify what each component do.

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Internal name of the field (Administrative title)

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This field is how the section is saved on the platform. The section will be saved with the name entered here and you will find your section with this name everywhere on the platform. This name is solely for how you want to save the section as on the platform.

E.g., The above section is saved as Food Preference on the platform

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How you want the field to appear in this form (Displayed title)

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This field is for how the section will be displayed on the contact form. The section added here is the heading of the section.

This is shown everywhere this contact form is used.

E.g., The section header is displayed as “Your Food Preference”

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Section text

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This is the body of the section. The text entered here is displayed under the header in a smaller font size. You can use the various formatting options present such as Bold, Italics, Underline, Bullet Points etc. to make the section more intuitive.

E.g., The body is shown under the section as below:

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Internal and External Descriptions

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After adding the section to the form you can add description to the Section. This may help in guiding the person who is completing the form. There are two types of description:

  1. Internal Description: This description is showed to all the members of the organisation. It is shown to your colleagues when they log into their account and see this section.

E.g., This is how the internal description is shown to you and your colleagues:

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  1. External Description: This is the description that is shown when the user in not part of an organisation. It is shown to anyone who has link to the signup page.

E.g., For a user with the signup page link, the external description is shown as:

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Section Content Blocks in Surveys

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  1. On the Survey profile page click the Actions button next to that section

    image-20241204-194912.png

  2. Click Edit in the menu

    image-20241204-194933.png

  3. In the popup: choose the scope of your edit by selecting whether it applies globally or only on this survey. Then make your edits and click Save

    image-20241204-195107.png

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