Editing and Managing Existing Forms

Once a form is created, you can edit it, duplicate it, share it with students or clubs, or adjust its approval/rejection email templates. You can also activate or deactivate a form, depending on whether it’s ready to go live or still in draft.

Viewing your Forms

All your forms are stored under Forms > Manage Forms in the Admin Portal. Here you can quickly see their status (Active or Inactive) and access management actions like editing or duplicating.

Activating or Deactivating a Form

Form status determines if a form is live or hidden. Use the Active/Inactive toggle next to each form:

  • Active: The form is visible to students/clubs and can accept submissions.

  • Inactive: The form is saved as a draft or temporarily hidden from users (e.g., between funding rounds).

Editing a Form

You can edit a form at any time to update questions or settings.

  • From Forms > Manage Forms, click the three dots under Actions and select Edit.

  • Make your changes and click Publish Form to update it.

Note: Editing a live form affects all future submissions, but previous submissions remain unchanged.

Duplicating a Form

Duplicating allows you to reuse an existing form as a starting point, saving time when creating similar forms.

  • Go to Forms > Manage Forms, click the three dots under Actions, and select Duplicate.

  • A copy of the form will appear in your list, ready for editing.

Sharing a Form

Once a form is active, you can share it directly with students or clubs.

  • In Forms > Manage Forms, click the three dots under Actions and select Copy Link.

  • Share this link on your website, social media, or email communications.

  • Club forms will also automatically appear in the Clubs Portal under the "Forms" module, so clubs can access them directly without needing the shared link.

Editing Approve/Reject Emails

  • Go to Forms > Manage Forms, click the three dots under Actions, and select Approve: Edit Email or Reject: Edit Email.

  • This opens the email template editor where you can adjust the text, colors, logos, buttons, and more.

  • Click Save Template to apply changes.

To change other aspects of the emails (e.g., the “Reply-To” email address), go to Edit > Settings for that form. Learn more →

Deleting a Form

If a form is no longer needed, you can delete it permanently.

  • From Forms > Manage Forms, click the three dots under Actions and select Delete.

  • Confirm your choice.

Warning: Deleting a form also deletes all its submissions. Consider exporting submissions before deleting.