---
title: "Creating and Editing Forms"
slug: "create-and-edit-forms"
updated: 2025-05-23T22:44:50Z
published: 2025-05-23T22:44:50Z
canonical: "support.eduphoria.net/create-and-edit-forms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Editing Forms

Form editors have the **Manage** tab. Here managers can create, edit, and publish forms.

![FS20.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002327474.png)

## **Creating District Form Categories**

By default, Formspace offers one category under District Forms called General Forms, but you can create other categories matching district departments to sort forms more easily.

1. Click on the **Manage** tab.
2. Click on **District Forms**.
3. In the **Category Name** field, enter a name for the category.
4. Select an icon to represent the new category.
5. Click the green **Add** icon to create or update the category.

You can use the blue arrows to move categories up and down in the list, so they appear in the order you choose. Use the red **X** button to delete a category.

![FS21.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002326473.png)

## **Creating a District Form**

1. Go to the **Manage** tab.
2. Click **Create a New Formspace Document** in the lower left corner.
3. Choose **District Form**.
4. Enter the name of the form in the **Title** field provided.
5. Select the appropriate **Form Category** for the form.
6. Click **Create & Begin Editing** in the lower right corner.

> [!NOTE]
> **Note:** Set up **District Form Categories** before creating a form, or the **General Forms** category will be the only available option when you create the form.

![FS22.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002326653.png)

![FS23.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002329714.png)

![FS24.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002329874.png)

## **Form Toolbar Icons**

#### **Preview ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2015-10-05_22-18-46.png)**

**Preview** allows form managers to preview a form during the building and editing process.

#### **Print ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2015-10-05_22-25-32.png)**

After clicking the **Preview** button, a new window opens and the form can be printed by clicking the **Print** icon.

#### **Publish ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2015-10-05_22-19-10.png)**

Click **Publish**after altering any questions so changes become live.

#### **Form States**

| ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2015-10-05_22-35-08.png) | - **Draft**- Form is still being edited and cannot be filled out by end users - **Active** - Form is live and available for users to fill out and use - **Archive** - Similar to "Draft," the form is not available to end users and it is also removed from the form list on the **Manage** tab so it cannot be edited. - **Note:** When a form is archived, users cannot run reports on it. To view Archived Documents, go to Manage tab > Management > Archived Documents. |
| --- | --- |

## **General Information Tab**

The **General** tab contains the following text fields that can be created and edited by a form manager: Form Title, Form Category, and a Brief Description.

## **Questions Tab**

Forms are created, edited and managed on the **Questions** tab. Here you can add, manage, and delete questions and pages.

> [!NOTE]
> **Note:** All questions must be deleted before a page can be deleted.

## **Creating a Question**

1. Click **Add Question**.
2. From the drop-down list, select a type of question to create.
  - Depending on the question type added, the controls will differ.
3. Once the question information is entered, click **Finished**.

![FS25.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002330174.png)

## **Question Options**

Each question type has specific options to customize that type of question.

![FS26.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002330314.png)

## **Removing a Question**

1. Click the **Edit** button. ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/screen_shot_2015-04-10_at_11.png)
2. Click **Remove**.
3. A dialog box appears asking if you are sure you want to delete this question.
4. Click **OK**.

![FS28.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002328733.png)

## **Copying a Question**

Questions can be reordered and copied to other pages.

1. Click the **Edit** button.
2. Click **Copy** and select which page you would like the question to be copied to.
3. The copied question appears at the bottom of the page you selected for copying.

![FS27.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002330634.png)

## **Moving a Question**

1. Click **Move Questions & Pages** on the top toolbar.
2. Highlight the question to move.
3. Use the blue arrows on the right to move the selected question up or down.
4. Click **Save** when finished.

![FS29.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/360002328973.png)

## **Adding and Deleting Pages**

The paging feature allows you to have a single form that acts as multiple pages. While a single page has no actual limit to the number of questions, and therefore length, adding multiple pages can make a form flow more smoothly. Pages also act as good divisions of a form as each one can have a separate title at the top and each page can have a separate approver assigned to complete specific questions.

- To **add a page**, click ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/screen_shot_2015-04-10_at_11(1).png) in the upper right corner of the screen and select the actual page on the right to edit the form.
- To **delete a page**, click ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/screen_shot_2015-04-10_at_11(2).png).