Edit form settings if you need to change its basic attributes, such as its associated image or attachments are allowed.

Before you begin

To edit the settings for a form, you must be given permission to work on the app.

About this task

Note: After you create the app, its Template can't be edited. If you want to change it, create a new form using a different catalog template. The Record submission table is automatically generated, and can't be changed.

Procedure

  1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
  2. Open the application that contains the form you want to edit.
  3. Select to Preview how different forms appear in various experiences, or select the View or Edit button to view or edit the application experience.
    Select different previewing options if you want to make sure that you've selected the correct application and see how it will appear in the following formats:
    • Portal (see a preview of how it'll appear on a desktop website)
    • Now Mobile (see a preview of how it'll appear on a mobile phone or device)
    • Virtual agent (see a representation of how it'll appear on a chatbot interface)
      Note: Your organization should have the correct plugins installed to see how the form will appear in Virtual Agent. If you're interested, ask your admin and see Catalog builder preview topic conversation for more information on previewing forms and their catalog items in Virtual Agent.

    The View button displays forms that have been published and doesn't explicitly create a new draft form for development. The Edit button takes you to a development form, for example, a new draft version of a form that's already been published.

    Figure 1. Preview the app's experience
    Preview how your app will look

    You can also check out a representation of how the form submissions workspace will appear by selecting the Submissions preview, as well as the records your app generates for it (by selecting the Record preview).

  4. Check that you're editing the correct form in your app by selecting it from the Request forms tab.
    Selection from the Request forms tab
  5. Select the more actions icon .
  6. Select Form settings.
    Figure 2. Form settings menu option
    Menu option to edit form settings
  7. Update settings on the General tab.
    For details on specific form settings, see Creator Studio form settings.
    Figure 3. Form settings modal
    Option to hide a form
  8. Select the Location tab to update where the form appears in a catalog, how it's categorized, and which topics it appears for.
    1. Select the edit icon () for the Catalogs and categories card.
    2. Select the catalog that represents the business area the app will use.
      For example, you could select a service catalog that contains software and laptop cables for an IT fulfillment app.
    3. Expand the carat for each catalog to see its sub-catalogs.
    4. Select items in the catalogs, as many as you need.
    5. Select the Apply button to save your changes.
    6. Select the edit icon () for the Topics card.
    7. Choose the Taxonomy page where you want the form to appear, such as Employee.
      Taxonomy is a method of categorization that Employee Center uses.
    8. Select the topic(s) that represent the Employee Center areas where you want the form to appear.
      For example, choose a topic that contains technology services, and expand its carat to see each of its sub-topics. Find out more about topics in Associate a catalog item with a taxonomy topic in Employee Center, and more about taxonomy, which is a categorization method, in Unified Taxonomy for Employee Center.
    9. Select the topics where you want the form to appear, as many as you need.
    10. Select the Apply button to save your changes.
  9. Select the Access tab to change which roles and groups can view and submit the form.
    1. Select the edit icon () to edit users that the form should be Available for.
    2. Select the roles and groups that should have access to the form.
    3. Select the Apply button to save your changes.
    4. Select the edit icon () to edit users that the form should be Not available for.
    5. Select the roles and groups that shouldn’t have access to the form.
      Work with your admin to restrict or provide access to the roles and groups for this setting in non-production and production environments. For more information, see Administering user access for deployed Creator Studio apps.
    6. Select the Apply button to save your changes.
  10. Select Save all settings.