Edit the settings for a form in Creator Studio

Edit form settings if you need to change its basic attributes, such as its associated image or attachments are allowed.

Before you begin

To edit the settings for a form, you must be given permission to work on the app.

About this task

Note:

After you create the app, its Template can't be edited. If you want to change it, create a new form using a different catalog template.

Procedure

1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
2. Open the application that contains the form you want to edit.
3. Select the form you want to work on in the navigation panel.
   If you have multiple forms, make sure to select the form you want to edit settings for.

   Figure 1. Select the form

   

4. Select the more actions icon .
5. Select Form settings.

   Figure 2. Form settings menu option

   

6. Update settings on the General tab.
   For details on specific form settings, see Creator Studio form settings.

   Figure 3. Form settings modal

   

7. Select the Location tab to update where the form appears in a catalog, how it's categorized, and which topics it appears for.
   1. Select the edit icon () for the Catalogs and categories card.
   2. Select the catalog that represents the business area the app will use.
      For example, you could select a service catalog that contains software and laptop cables for an IT fulfillment app.
   3. Expand the caret for each catalog to see its sub-catalogs.
   4. Select items in the catalogs, as many as you need.
   5. Select the Apply button to save your changes.
   6. Select the edit icon () for the Topics card.
   7. Choose the Taxonomy page where you want the form to appear, such as Employee.
      Taxonomy is a method of categorization that Employee Center uses.
   8. Select the topic(s) that represent the Employee Center areas where you want the form to appear.
      For example, choose a topic that contains technology services, and expand its carat to see each of its sub-topics. Find out more about topics in Associate a catalog item with a taxonomy topic in Employee Center, and more about taxonomy, which is a categorization method, in Unified Taxonomy for Employee Center.
   9. Select the topics where you want the form to appear, as many as you need.
   10. Select the Apply button to save your changes.
8. Select the Access tab to change which roles and groups can view and submit the form.
   1. Select the edit icon () to edit users that the form should be Available for.
   2. Select the roles and groups that should have access to the form.
   3. Select the Apply button to save your changes.
   4. Select the edit icon () to edit users that the form should be Not available for.
   5. Select the roles and groups that shouldn’t have access to the form.
      Work with your admin to restrict or provide access to the roles and groups for this setting in non-production and production environments. For more information, see Administering user access for deployed Creator Studio apps.
   6. Select the Apply button to save your changes.
9. Select Save all settings.

Result

The form's settings are updated. Remember: You just updated the settings for the form you selected, not for all of the app's forms if it has multiple.