How to Use Undo and Redo Features in Forms & Surveys

Modified on Wed, 11 Sep at 2:23 PM

Introduction 

We are excited to announce an update to our CRM's Survey and Form Builder, introducing undo and redo features. This new functionality is designed to improve both user experience and efficiency for users at all skill levels. Whether you're familiar with the platform or just starting out, these features will help you create or modify forms and surveys more smoothly, saving you time while enhancing accuracy.

Understanding the Undo and Redo Feature 

The undo and redo functionality allows you to move backward or forward through your editing history, with the ability to navigate up to 20 steps. This feature is especially useful in the following ways:

  • Streamlined Editing: With a single click, you can reverse or reinstate your latest changes, speeding up your workflow.

  • Improved Accuracy: It ensures your forms and surveys are adjusted precisely, allowing for easy fine-tuning.

  • Time Efficiency: Avoid the hassle of manual corrections by instantly undoing or redoing actions, which significantly reduces the time spent on revisions.


Guide to Using Undo and Redo


Accessing the Forms and Surveys Builder:

1. From the left-hand menu, choose "Sites."


2. Select "Forms/Surveys" to either create a new form or survey or make changes to an existing one.

Forms and Surveys Builder


How to Use Undo and Redo:

  • Once inside the Survey and Form Builder, locate the undo and redo buttons.

  • To undo an action, click the undo button. Every click will take you back one step in your action history, up to 20 previous actions.

Undo Button


  • To redo an action after an undo, click the redo button. This will move you forward one step in your editing sequence.

Redo Button


Practical Uses and Examples

  • Fixing Errors: Accidentally removed a question or changed a setting? Use the undo function to quickly revert your work.

  • Design Experimentation: Not sure if your new design layout works? Make changes and use undo and redo to compare different versions, helping you decide which one fits your needs.

Frequently Asked Questions

  • Q: What happens if I need to undo more than 20 actions? 
    A: The undo feature is currently limited to 20 steps to balance performance with functionality. For larger projects, it's a good idea to save your work periodically to avoid losing progress.

  • Q: Are keyboard shortcuts available for undo and redo? 
    A: As of now, the undo and redo buttons are accessible on-screen only. However, keyboard shortcuts may be included in a future update.


This feature will make it much easier to manage your forms and surveys, ensuring that your edits are efficient and precise.







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