Edit a program

Watch the video to learn how to edit programs. You can also follow the step-by-step guide below.

Learn how to edit admin and applicant information.

Edit a program

You can edit both unpublished and published programs. To edit published programs, you need a new version. For more details on versioning, go to Manage versions for programs & questions.

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Programs on the navigation bar and select a program you created.

3. Click Edit.

4. Modify the program information fields.

5. Click Save.

Learn how to edit screens, questions, and visibility conditions.

Add a question to a screen

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Programs on the navigation bar and select a program.

3. Click Edit > Manage questions.

4. Add a question to a screen by selecting it from the question bank. The question appears within the screen.

Note: Enumerator or file upload questions must be the only questions on a screen. These question types cannot coexist with others. For example, if you add one of these questions to an empty screen, you can't add any other question types. If you have a screen that already has a question, you can't add an enumerator or file upload question to the screen.

Remove a question from a screen

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Programs on the navigation bar and select a program.

3. Click Edit > Manage questions.

4. Find the question within a screen you want to remove and click Delete. The question is removed from the screen and it returns to the question bank.

Reorder screens

If you have more than one screen in your program, you can organize the screens within the screen tree.

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Programs on the navigation bar and select a program.

3. Click Edit > Manage questions.

4. To reorder the list, select the screen you want to move and click the up or down arrow.

Remove a screen

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Programs on the navigation bar and select a program.

3. Click Edit > Manage questions.

4. Find the screen you want to remove within a program and click Delete screen. The screen is removed from the program and the questions return to the question bank.

Note: You cannot delete all screens from a program as a program must have at least one screen. Only once your program has more than one screen can you delete the default screen.