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INSZoom:-Altering Forms or Questionnaires in a Petition Template

Altering Forms or Questionnaires in a Petition Template

After creating a petition, you may realize that you want to customize the template that is already in the Knowledge Base - here's how!

  1. Navigate to the 'Setup' and click 'Knowledge Base'.
  2. Find/select the petition you want to make changes to.
  3. Once inside the petition, select the left-menu items to make any changes. For forms, select 'Form(s)'  and perform any required action (e.g. linking new forms, removing forms, copying forms from another petition, editing titles, etc.).
  4. Same thing to change questionnaires.

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