How to Edit Existing Incident Types

As a Community Owner, you may from time to time find that you need to update the form types that you have already loaded into your Connect account for your Community. For reference to what form types are used for in the event it's been a while since you initially loaded them in, please see this knowledge article: Form Types

 

Navigating to Form Types

  1. To edit the Form Types that are already in your Connect account, you'll first need to access the "Admin" section by clicking on the gear "Gear_Icon.png" icon in the top right-hand corner or the gear icon next to Form Entries in the left-hand nagivation..
  2. After accessing the Admin section, click on "Form Types" under the "Business" section.

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  3. Then select which Form Type you want to edit by clicking anywhere on that form on the list to open for editing. 
  4. Once you have the Form Type pulled up, you can edit two different sections: Fields & Attributes and Form Flow. Click on the linked articles for more details. 

 

 

 

 

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