How can I edit a published web form linked to a web form email?

Summary: Once a web form and the associated web form email have been published, the Contact Info and Questions sections for it cannot be edited. If the web form and web form are live and collecting response data, they also cannot be demoted without risk of loss and/or corruption of the report data. The best practice is to make a copy of both the form and the email and publish these to take the place of the originals.

The steps below describe this process.

Copy, Edit, and Publish Web Form

1. Log into Digital Communications.
2. Select the Product Suite product and the Web Forms module.
3. Under the Recent Work section, select the Published tab.
4. Click on the name of the appropriate Web Form.
5. From the drop-down list select Copy.
6. A Copy Web Form dialog box will appear. This will include the name of the original web form that is being copied and a field to enter a new name for the web form.
7. Enter a new name for the Web Form*.
8. Select Continue.
9. Select the Drafts tab - the copied Web Form will appear here.
10. Click on the name of that Web Form.
11. From the drop-down list, select Edit, then the desired section you want to make edits to.
12. Once edits are complete, you can Publish the web form (see steps 1-5 of Publishing A Web Form (DMX337)).

You will receive a prompt stating the form has been published but there are additional steps needed before it can be used, which are addressed in the next section.

Copy, Edit, and Publish Web Form Email.

1. Select the Product Suite product and the Emails module.
2. Under the Recent Work section, select the Published tab.
3. Change the Email Type filter from All Types to Web Form.
4. Click on the name of the appropriate Web Form email.
5. From the drop-down list select Copy.
6. A Copy Email dialog box will appear. This will include the name of the original web form email that is being copied and a field to enter a new name for the email.
7. Enter a new name for the Web Form Email*.
8. Select Continue. 
9. Select the Drafts tab - the copied Web Form Email will appear here.
10. Click on the name of that Web Form Email.
11. From the drop-down list, select Edit>Basics.
12. Within The Basics section, click the drop-down arrow for the Link from Web Form field and select the copied web form.
13. Select Update.
14. If needed, make and save any changes to the email within the Editor and Inbox Appearance.
15. Once edits are complete, you can Publish the web form email (see steps 36-37 of Web Form Emails with Document Rack PDF (DMX315)).

*Note: The names of the web form and the web form email will need to be at least slightly different than the original form and email (such as by adding a single character, number, date, etc.,).