What changes will I be able make to my forms using the Form Editor?

You'll be able to edit and update a range of information, from adding form fields to applying language translations.

Here’s a list of the form changes you'll be able to make in the Form Editor:

What other form settings and functionalities will I have access to?

There'll be a range of different form tools and settings available. You'll have direct access within the Form Editor to edit and view the items below:

What should I check on my forms now I have editor access?

Keeping the above functionalities in mind, it is a good idea to review your forms for a few things to keep them consistent in the new format.

Review and update required fields

  • Form users can now see which fields are required with the red asterisks and those that are optional directly on the form. Prior to the update there was no distinction shown on the form between these field types so you may find a change in the amount of data parents are providing now they know they are optional. To ensure you are capturing all the important data review your fields and mark any as required.

Text formatting

  • Your forms may look a little different in the new style. Review the spacing and formatting of any text on your forms, especially terms and conditions pages.

Help form users complete your forms

  • You can easily add help text, default text and tool tips to your form fields, review any fields that form users have provided wrong information in or have struggled to complete in the past and add some helpful information.

Update your form messaging

  • Now you can easily access your welcome, completion and unavailable message for your forms be sure to jump in check your messaging and make any relevant amendments.

Allow multiple or restrict file upload fields

  • Check that restrictions are enabled for those file upload fields which only require one document to be uploaded (birth certificate fields, for example.) In comparison, a Reports upload field may have multiple pages, and you would therefore allow multiple files to be uploaded here. Click the file upload field on your form to see the Allow multiple files option.

What are some functionalities that won't be available in the Form Editor?

You can't create a brand new form

This won't be available right away, but it’s in our pipeline. At first, you can only edit an existing form. If you need to create a new integrated form, please contact Support or your Client Success Manager.

You can't create new fields

In this round of upcoming improvements, you’ll only be able to select fields that have been mapped to your Funnel Account. If you need a new field created from scratch, please contact our friendly support team via chat or phone.

No access to view and edit who receives form submission emails

You won't be able to view or edit the email addresses nominated to receive the form submission emails for your forms. This functionality will be made available at a later stage. You can reach out to Support for this information.

You're unable to edit your school account logos and images

Managing the logos and background imagery applied to your school account and to your forms will have to be updated by the Support team.

There's no access to edit your School Management System (SIS) integration

If you have any active SIS integrations with your Funnel Account, you won’t be able to edit the integration. Please contact our support team via chat or phone if you need changes.

Payments and discount codes can't be managed in the Form editor

The Form Editor won't provide access to any payment settings, amounts or discount settings. If you need to update anything regarding your form payments you can send your request directly to the Support team to action on your behalf.

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