How to edit components in the template builder

This article will summarize how to edit component in the template builder

When you are in a template with components already added and you are wanting to edit the component follow these steps;

  1. Hover over the component with your mouse
  2. Click on the gear icon and you will then be in the component settings.

Tip: The fields you are typically going to need to edit or add details to are;

  • Label: Used for labeling the component 
    (Located on the Display Tab, scroll down)
  • Description: Used for guiding the user on what to enter 
    (Located on the Display Tab, scroll down)
  • Reportable: Used for making a Form Data reports. 
    (Located on the Display Tab, scroll down)
  • Required: Used for making this field mandatory. 
    (Located on the Validation Tab)
  • Dropdown Options:  Located on components that need pre-populated options (Dropdowns, Radio, Surveys, Select Boxes, etc) . 
    (Located on the Data tab, if applicable.)