# Manage Forms

Click the <img src="/files/Rpg7h2MEEh4O0Ec8PRFf" alt="" data-size="line"> button on your navigation bar, and here you will find the `Manage Forms` Option.

The 'Manage Forms' page provides an **overview of all active and inactive forms** within your service.&#x20;

<figure><img src="/files/fHdaVxRJU2WDVY0Y6dOA" alt=""><figcaption><p>Manage Forms</p></figcaption></figure>

## Create Forms

* To add a new form, click the `Create Form`  button at the top right corner.
* Fill in the following information:
  * Name of form
  * Description (optional): A short description of your form
  * Instructions (optional): Instructions on how this form should be completed
* Choose your first form field type: Number, Text, Select, or Multi-Select.

<figure><img src="/files/aOm1IpWdx2Ijy1ImqKTZ" alt="" width="375"><figcaption><p>Manage Forms - Create</p></figcaption></figure>

* Fill in the following fields for each field type and specify if they are required using the toggle:
  * **Number Field**:
    * Question
    * Description (optional)
    * Minimum & Maximum Value
  * **Text Field**:
    * Question
    * Description (optional)
    * Minimum & Maximum Character Length
  * **Select Field**:
    * Question
    * Description (optional)
    * Options (List each option on a new line by pressing enter)
  * **Multi-Select Field**:

    * Question
    * Description (optional)
    * Options (List each option on a new line by pressing enter)
    * To add more fields, click the <img src="/files/i5mYZkHPI4MQbw2n7nk3" alt="" data-size="line"> button. If needed, you can also rearrange the order of the questions with the <img src="/files/o8sSVKBbXdPYgnYFlXCZ" alt="" data-size="line"> <img src="/files/9nLwB8mughkEt4RAWxMc" alt="" data-size="line"> buttons.

    <figure><img src="/files/ypmOIDNbrJNdw3HhS62E" alt="" width="375"><figcaption><p>Forms - Create </p></figcaption></figure>
* Once done, click `Submit`  to create the form

## Disable Forms

To disable a form that is no longer needed, click the <img src="/files/eJ7AHZ3JwW2hMIgO6uO2" alt="" data-size="line">  button in the form's row and select `Disable Form`. **Once disabled, the form will no longer be accessible to users within the client's profile.**

<figure><img src="/files/Q055FPb4s6AyV7FKKLcX" alt="" width="273"><figcaption><p>Manage Forms - Disable</p></figcaption></figure>

## Edit  / Delete Forms

Once a form is disabled, you can edit / delete a form by clicking the <img src="/files/eJ7AHZ3JwW2hMIgO6uO2" alt="" data-size="line">  button again.&#x20;

**Edit -** You can make changes to a published form at any time. **Editing forms might invalidate existing drafts, and users might need to resubmit a new form.**

**Delete -** If submissions exist, you can only disable the form. A form can only be deleted if there are no existing submissions. **This action cannot be undone.**

<figure><img src="/files/L0pYpBwsrGprfwGhQrR5" alt="" width="273"><figcaption><p>Manage Forms - Edit / Delete</p></figcaption></figure>


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# Agent Instructions: Querying This Documentation

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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
