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Workflow Forms: Edit a form's information and custom code

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The Form Information settings on a workflow form allow you to customize your form's details (name, description, page title, and text), friendly URL, status, and closing date. To customize the look and feel of forms, you can optionally add custom JS/CSS.

Form information

  1. Go to Admin > Workflow Forms and click on a form's edit () icon in the Actions column.
A form's edit icon in the Actions column
  1. Under the Info & Fields tab, the Form Information settings allow you to customize your form's details, status, and closing date.
    1. Use the Form Name field to edit the name of your form. This is only displayed internally and not on the form's public page.
    2. Use the Form Description box to add or edit additional details about this form. This is only displayed internally.
    3. Use the Friendly URL field to edit your form's unique URL slug. This serves as the URL of the form's public page and can only contain letters, numbers, and dashes.
    4. Use the Page Title field to edit the heading that displays on the form's public page.
    5. Use the Page Introductory Text box to add or edit optional information or instructions to display on the form's public page.
    6. Use the Status field to choose the visibility of your form's public page.
      • Active: when selected, your form's public page is visible and users can submit responses.
      • Closed: when selected, your form's public page will display a Closed Message and the form cannot be submitted.
    7. If you would like to only keep your form active until a certain date, use the Closing Date field to select a date and time to stop collecting responses.
      • At the selected date and time, the form's status will automatically be set to Closed.
    8. Use the Closed Message box to customize the message that displays on the public page when the form is closed.
  2. Click the Save Form Info button to apply your changes.
Options in the Form Information box

Customize the workflow form's JS/CSS

This setting allows you to add custom JavaScript and CSS code to each workflow form. The code you enter here will be included within the <head></head> tags of the page.

Important: LibStaffer already loads jQuery into the form. Please do not include any <script> elements that attempt to load jQuery, too, as it will create errors and cause jQuery-powered elements to stop working.
  1. Go to Admin > Workflow Forms and click on a form's edit () icon in the Actions column.
A form's edit icon in the Actions column
  1. On the Info & Fields tab, scroll to the Code Customizations panel and enter your custom code in the text area.
    • Place all JS code between <script></script> tags.
    • Place all CSS code between <style></style> tags.
  2. Click Save.
adding custom code for a schedule's widgets