Edit a Form in Geta.ai

Why Edit a Form?

Editing a form allows you to update its fields, design, and settings to improve user experience and data collection.

Steps to Edit a Form

1. Access the Forms Module

  • Log in to Geta.ai.
  • Navigate to the Forms section.

2. Select the Form to Edit

  • A list of all created forms will appear.
  • Locate the form you want to edit.
  • In the Action section beside the form, click on the Pen (Edit) icon ✏️.

3. Make the Necessary Changes

  • You can update:
    Form Fields – Add, remove, or modify input fields.
    Grid Layout – Change single-row, two-column, or three-column grids.
    Contact Fields – Assign or modify contact properties.
    Form Styling – Adjust colors, fonts, and spacing in the Style & Preview section.
    Settings – Configure OTP validation, file download, thank-you page, and other preferences.

4. Save the Changes

  • After making the required edits, click Save to update the form.

Final Steps

✅ Use the Preview option to check the updated form.
✅ If satisfied, ensure the form is Published for the changes to take effect.

By following these steps, you can easily edit and refine your form to match your requirements. 🚀

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