How to Edit and Customize a Web Form

Editing and customizing a web form allows you to adjust its settings to better fit your needs by changing visual elements, card destinations, and authentication options. See how to perform this update below.

1st Step: Accessing the Form for Editing

1. In the lower left side menu, click “Settings” and then “Web Forms”.

2. In the list, locate the form you want to edit and click it to open the editing modal.

2nd Step: Updating Initial Fields

At the top of the modal, you can change:

• Icon: select a new representative icon.
• Title: edit the name displayed in the header.
• Description: adjust the text that guides the user.
• Note: the form domain cannot be changed after creation.

3rd Step: Modifying the Card Destination

In the “Define where the card will be created” section:

• Pipeline: choose a different workflow if necessary.
• Pipeline Stage: select the new initial stage for created cards.
• Important: when changing the pipeline, the stage options will         update automatically.

4th Step: Adjusting Authentication and Privacy

• Authentication is required: enable this option to allow submissions only from users authenticated in octapipe.
• When enabled: the platform will require login.
• When disabled: any external user will be able to submit the form. If you change this setting, inform the team or recipients to avoid access issues.

5th Step: Customizing the Visual Identity

Click the “Brand” tab to edit the logo and favicon.

Logo

• Upload a new PNG/SVG file or remove the existing one.
• A preview will appear in the “Logo Preview” area.

Favicon

• Upload a PNG/ICO file or remove the existing one.
• Note: changes in the “Brand” tab affect only the appearance and not the functionality of the form.

6th Step: Saving Changes

Changes are saved automatically. A success notification will appear in the lower left corner confirming that the update was applied.

7th Step: Reviewing the Updated Form

1. In the “Web Forms” list, click the edited form.

2. Click “Open” in the upper right corner to preview how users will see it in a new tab.

Best Practices:

• Use clear and consistent names to make forms easier to identify.
• Test the form before publishing to ensure it works correctly.
• Record important changes to maintain a history of updates.
• Inform the team whenever significant changes are made.

Conclusion:

You have learned how to edit an existing web form by adjusting visual elements, pipeline settings, the initial stage, and authentication options. If you have any questions, contact our support team.