You can edit details of a Web Form specified while creating a Web Form. You can edit details of a Web Form in a deactivated state only. Therefore, before editing a web form, you need to deactivate first.To edit a Web Formonly allow Partners of the Network(s), for which Web Form is created, to access Web Form. After granting an access, Partner can access the Web Form.
Following conditions must meet for granting an access to a particular Web Form:
- Web Form must be activated.
- Web Form is of Web Page type.
- Web Form is created using For partner option.
- Partner to whom you are granting access is self onboarded.
To grant access:
- Click Configure > Web Forms.
- On the Web Forms screen, click > Edit Grant Access.
Edit the details of a Web Form from the Edit Web Form window and then click Save.
This edit details of a Web Form - On the Grant Access window, all the self onboarded Partners of the Network(s) for which Web Form is created, will be populated. Click Grant Access to the Partner to grant access.
Click Yes, grant it, when prompted to confirm.
Repeat steps 3 and 4 to grant access to multiple Partners.
Click Close to close the Grant Access window.
This grants access to the Web Form. Depending on the navigation type selected in the Web Form, Partner can access the form from the screen.