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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!

 

First, head to the Knowledge Base ('Setup' >> 'Knowledge Base') and find/select the petition you want to make changes to:

 

Once inside the petition, you can 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.):

 

Same thing to change questionnaires:

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